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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 | $63,592 | $96,678-34.2% | $86,640-26.6% | $139,466-54.4% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.9pp |
| Annual return | 18.83% | 106.69%-87.9pp | 592.52%-573.7pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,566 | $3,265-52.0% | $3,024-48.2% | $4,754-67.1% |
| Participant deferral / active EE | $5,025 | $4,837+3.9% | $4,438+13.2% | $6,712-25.1% |
| Admin fee / account holder | $2,078 | $6,410-67.6% | $5,616-63.0% | $11,409-81.8% |