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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 | $75,127 | $90,107-16.6% | $182,262-58.8% | $69,733+7.7% |
| Participation rate | 76.7% | 64.8%+11.9pp | 84.2%-7.5pp | 62.5%+14.3pp |
| Annual return | 18.08% | 95.58%-77.5pp | 140.60%-122.5pp | 15.22%+2.9pp |
| Employer contribution / active EE | $645 | $3,043-78.8% | $5,046-87.2% | $2,250-71.3% |
| Participant deferral / active EE | $8,978 | $5,135+74.8% | $8,276+8.5% | $3,054+193.9% |
| Admin fee / account holder | $3,988 | $3,377+18.1% | $16,712-76.1% | $3,102+28.6% |