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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 | $102,429-18.9% | $147,096-43.6% | $80,925+2.6% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 12.81% | 135.02%-122.2pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $3,224 | $3,716-13.2% | $4,936-34.7% | $2,756+17.0% |
| Participant deferral / active EE | $9,494 | $6,649+42.8% | $8,071+17.6% | $4,299+120.9% |
| Admin fee / account holder | $32,132 | $7,957+303.8% | $13,005+147.1% | $6,940+363.0% |