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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 | $58,861 | $102,385-42.5% | $147,080-60.0% | $80,935-27.3% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.7%+2.9pp |
| Annual return | 16.20% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $3,721 | $3,717+0.1% | $4,933-24.6% | $2,757+35.0% |
| Participant deferral / active EE | $9,039 | $6,651+35.9% | $8,066+12.1% | $4,299+110.2% |
| Admin fee / account holder | $3,953 | $7,951-50.3% | $12,989-69.6% | $6,924-42.9% |