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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 | $65,243 | $73,518-11.3% | $63,005+3.6% | $147,585-55.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 13.95% | 175.46%-161.5pp | 87.59%-73.6pp | 578.58%-564.6pp |
| Employer contribution / active EE | $1,397 | $3,322-58.0% | $2,760-49.4% | $4,876-71.4% |
| Participant deferral / active EE | $6,817 | $4,183+63.0% | $3,329+104.7% | $5,439+25.3% |
| Admin fee / account holder | $10,279 | $5,952+72.7% | $3,599+185.6% | $10,886-5.6% |