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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 | $102,429-34.4% | $147,096-54.4% | $80,925-17.0% |
| Participation rate | 76.2% | 75.9%+0.3pp | 82.2%-6.0pp | 67.7%+8.5pp |
| Annual return | 14.44% | 135.02%-120.6pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $3,946 | $3,716+6.2% | $4,936-20.1% | $2,756+43.2% |
| Participant deferral / active EE | $7,392 | $6,649+11.2% | $8,071-8.4% | $4,299+72.0% |
| Admin fee / account holder | $3,198 | $7,957-59.8% | $13,005-75.4% | $6,940-53.9% |