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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 | $102,393-26.6% | $147,041-48.9% | $80,911-7.1% |
| Participation rate | 79.2% | 75.9%+3.4pp | 82.2%-2.9pp | 67.6%+11.6pp |
| Annual return | 12.89% | 134.95%-122.1pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $3,829 | $3,715+3.1% | $4,935-22.4% | $2,756+38.9% |
| Participant deferral / active EE | $7,101 | $6,647+6.8% | $8,071-12.0% | $4,297+65.2% |
| Admin fee / account holder | $3,245 | $7,943-59.1% | $13,006-75.0% | $6,935-53.2% |