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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 | $83,028 | $102,385-18.9% | $147,080-43.5% | $80,935+2.6% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 12.81% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.8pp |
| Employer contribution / active EE | $3,224 | $3,717-13.3% | $4,933-34.7% | $2,757+16.9% |
| Participant deferral / active EE | $9,494 | $6,651+42.7% | $8,066+17.7% | $4,299+120.8% |
| Admin fee / account holder | $32,132 | $7,951+304.1% | $12,989+147.4% | $6,924+364.0% |