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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 | $67,146 | $102,422-34.4% | $147,117-54.4% | $80,959-17.1% |
| Participation rate | 76.2% | 75.9%+0.3pp | 82.2%-6.0pp | 67.7%+8.5pp |
| Annual return | 14.44% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $3,946 | $3,717+6.2% | $4,932-20.0% | $2,757+43.1% |
| Participant deferral / active EE | $7,392 | $6,652+11.1% | $8,065-8.3% | $4,300+71.9% |
| Admin fee / account holder | $3,198 | $7,953-59.8% | $12,993-75.4% | $6,925-53.8% |