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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 | $69,507 | $102,422-32.1% | $147,117-52.8% | $80,959-14.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 17.21% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $6,892 | $3,717+85.4% | $4,932+39.7% | $2,757+150.0% |
| Participant deferral / active EE | $6,986 | $6,652+5.0% | $8,065-13.4% | $4,300+62.4% |
| Admin fee / account holder | $1,429 | $7,953-82.0% | $12,993-89.0% | $6,925-79.4% |