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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 | $75,525 | $102,385-26.2% | $147,080-48.7% | $80,935-6.7% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.7%+2.9pp |
| Annual return | 14.77% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,490 | $3,717-33.0% | $4,933-49.5% | $2,757-9.7% |
| Participant deferral / active EE | $8,585 | $6,651+29.1% | $8,066+6.4% | $4,299+99.7% |
| Admin fee / account holder | $5,053 | $7,951-36.5% | $12,989-61.1% | $6,924-27.0% |