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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 | $75,178 | $102,422-26.6% | $147,117-48.9% | $80,959-7.1% |
| Participation rate | 79.2% | 75.9%+3.4pp | 82.2%-2.9pp | 67.7%+11.6pp |
| Annual return | 12.89% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,829 | $3,717+3.0% | $4,932-22.4% | $2,757+38.9% |
| Participant deferral / active EE | $7,101 | $6,652+6.7% | $8,065-11.9% | $4,300+65.1% |
| Admin fee / account holder | $3,245 | $7,953-59.2% | $12,993-75.0% | $6,925-53.1% |