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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,396 | $102,422-53.7% | $147,117-67.8% | $80,959-41.5% |
| Participation rate | 75.5% | 75.9%-0.4pp | 82.2%-6.7pp | 67.7%+7.8pp |
| Annual return | 17.12% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $3,140 | $3,717-15.5% | $4,932-36.3% | $2,757+13.9% |
| Participant deferral / active EE | $9,351 | $6,652+40.6% | $8,065+16.0% | $4,300+117.5% |
| Admin fee / account holder | $1,930 | $7,953-75.7% | $12,993-85.1% | $6,925-72.1% |