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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 | $78,848 | $102,429-23.0% | $147,096-46.4% | $80,925-2.6% |
| Participation rate | 77.6% | 75.9%+1.7pp | 82.2%-4.6pp | 67.7%+9.9pp |
| Annual return | 14.95% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $3,187 | $3,716-14.2% | $4,936-35.4% | $2,756+15.6% |
| Participant deferral / active EE | $14,964 | $6,649+125.1% | $8,071+85.4% | $4,299+248.1% |
| Admin fee / account holder | $10,157 | $7,957+27.7% | $13,005-21.9% | $6,940+46.4% |