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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 | $30,289 | $102,422-70.4% | $147,117-79.4% | $80,959-62.6% |
| Participation rate | 77.6% | 75.9%+1.7pp | 82.2%-4.6pp | 67.7%+9.9pp |
| Annual return | 15.97% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,781 | $3,717-52.1% | $4,932-63.9% | $2,757-35.4% |
| Participant deferral / active EE | $5,962 | $6,652-10.4% | $8,065-26.1% | $4,300+38.6% |
| Admin fee / account holder | $7,650 | $7,953-3.8% | $12,993-41.1% | $6,925+10.5% |