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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 | $94,576 | $102,422-7.7% | $147,117-35.7% | $80,959+16.8% |
| Participation rate | 71.9% | 75.9%-4.0pp | 82.2%-10.3pp | 67.7%+4.2pp |
| Annual return | 12.81% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $6,801 | $3,717+83.0% | $4,932+37.9% | $2,757+146.7% |
| Participant deferral / active EE | $7,506 | $6,652+12.8% | $8,065-6.9% | $4,300+74.5% |
| Admin fee / account holder | $5,438 | $7,953-31.6% | $12,993-58.1% | $6,925-21.5% |