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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 | $66,215 | $102,422-35.4% | $147,117-55.0% | $80,959-18.2% |
| Participation rate | 83.6% | 75.9%+7.8pp | 82.2%+1.5pp | 67.7%+16.0pp |
| Annual return | 19.57% | 135.16%-115.6pp | 420.54%-401.0pp | 35.67%-16.1pp |
| Employer contribution / active EE | $2,394 | $3,717-35.6% | $4,932-51.5% | $2,757-13.2% |
| Participant deferral / active EE | $7,665 | $6,652+15.2% | $8,065-5.0% | $4,300+78.2% |
| Admin fee / account holder | $937 | $7,953-88.2% | $12,993-92.8% | $6,925-86.5% |