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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 | $56,888 | $102,385-44.4% | $147,080-61.3% | $80,935-29.7% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+13.0pp |
| Annual return | 27.73% | 135.09%-107.4pp | 420.17%-392.4pp | 35.66%-7.9pp |
| Employer contribution / active EE | $2,737 | $3,717-26.4% | $4,933-44.5% | $2,757-0.7% |
| Participant deferral / active EE | $9,201 | $6,651+38.3% | $8,066+14.1% | $4,299+114.0% |
| Admin fee / account holder | $4,539 | $7,951-42.9% | $12,989-65.1% | $6,924-34.4% |