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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 | $74,244 | $102,429-27.5% | $147,096-49.5% | $80,925-8.3% |
| Participation rate | 88.3% | 75.9%+12.5pp | 82.2%+6.2pp | 67.7%+20.7pp |
| Annual return | 16.20% | 135.02%-118.8pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $2,004 | $3,716-46.1% | $4,936-59.4% | $2,756-27.3% |
| Participant deferral / active EE | $3,380 | $6,649-49.2% | $8,071-58.1% | $4,299-21.4% |
| Admin fee / account holder | $5,185 | $7,957-34.8% | $13,005-60.1% | $6,940-25.3% |