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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 | $36,570 | $102,429-64.3% | $147,096-75.1% | $80,925-54.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 15.07% | 135.02%-120.0pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,296 | $3,716-38.2% | $4,936-53.5% | $2,756-16.7% |
| Participant deferral / active EE | $4,014 | $6,649-39.6% | $8,071-50.3% | $4,299-6.6% |
| Admin fee / account holder | $7,618 | $7,957-4.3% | $13,005-41.4% | $6,940+9.8% |