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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 | $102,393-29.6% | $147,041-51.0% | $80,911-10.9% |
| Participation rate | 74.7% | 75.9%-1.2pp | 82.2%-7.5pp | 67.6%+7.0pp |
| Annual return | 16.22% | 134.95%-118.7pp | 419.21%-403.0pp | 35.63%-19.4pp |
| Employer contribution / active EE | $4,310 | $3,715+16.0% | $4,935-12.7% | $2,756+56.4% |
| Participant deferral / active EE | $7,784 | $6,647+17.1% | $8,071-3.6% | $4,297+81.1% |
| Admin fee / account holder | $5,035 | $7,943-36.6% | $13,006-61.3% | $6,935-27.4% |