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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 | $72,080 | $102,385-29.6% | $147,080-51.0% | $80,935-10.9% |
| Participation rate | 74.7% | 75.9%-1.2pp | 82.2%-7.5pp | 67.7%+7.0pp |
| Annual return | 16.22% | 135.09%-118.9pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $4,310 | $3,717+16.0% | $4,933-12.6% | $2,757+56.4% |
| Participant deferral / active EE | $7,784 | $6,651+17.0% | $8,066-3.5% | $4,299+81.1% |
| Admin fee / account holder | $5,035 | $7,951-36.7% | $12,989-61.2% | $6,924-27.3% |