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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 | $81,789 | $102,385-20.1% | $147,080-44.4% | $80,935+1.1% |
| Participation rate | 77.1% | 75.9%+1.2pp | 82.2%-5.1pp | 67.7%+9.4pp |
| Annual return | 14.65% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $5,463 | $3,717+47.0% | $4,933+10.7% | $2,757+98.2% |
| Participant deferral / active EE | $9,686 | $6,651+45.6% | $8,066+20.1% | $4,299+125.3% |
| Admin fee / account holder | $3,724 | $7,951-53.2% | $12,989-71.3% | $6,924-46.2% |