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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 | $70,504 | $102,429-31.2% | $147,096-52.1% | $80,925-12.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 20.26% | 135.02%-114.8pp | 419.75%-399.5pp | 35.65%-15.4pp |
| Employer contribution / active EE | $3,140 | $3,716-15.5% | $4,936-36.4% | $2,756+13.9% |
| Participant deferral / active EE | $6,830 | $6,649+2.7% | $8,071-15.4% | $4,299+58.9% |
| Admin fee / account holder | $15,372 | $7,957+93.2% | $13,005+18.2% | $6,940+121.5% |