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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 | $58,418 | $102,422-43.0% | $147,117-60.3% | $80,959-27.8% |
| Participation rate | 75.4% | 75.9%-0.4pp | 82.2%-6.7pp | 67.7%+7.8pp |
| Annual return | 13.99% | 135.16%-121.2pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,154 | $3,717-15.2% | $4,932-36.1% | $2,757+14.4% |
| Participant deferral / active EE | $6,342 | $6,652-4.7% | $8,065-21.4% | $4,300+47.5% |
| Admin fee / account holder | $11,996 | $7,953+50.8% | $12,993-7.7% | $6,925+73.2% |