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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 | $90,437 | $100,203-9.7% | $85,240+6.1% | $145,897-38.0% |
| Participation rate | 73.7% | 74.1%-0.4pp | 67.5%+6.2pp | 80.3%-6.6pp |
| Annual return | 10.29% | 84.28%-74.0pp | 66.75%-56.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,928 | $3,242-40.5% | $2,735-29.5% | $4,663-58.7% |
| Participant deferral / active EE | $6,717 | $5,299+26.8% | $4,527+48.4% | $6,689+0.4% |
| Admin fee / account holder | $14,462 | $7,265+99.1% | $6,165+134.6% | $13,390+8.0% |