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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 | $87,528 | $102,385-14.5% | $147,080-40.5% | $80,935+8.1% |
| Participation rate | 71.1% | 75.9%-4.8pp | 82.2%-11.1pp | 67.7%+3.4pp |
| Annual return | 14.29% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $3,725 | $3,717+0.2% | $4,933-24.5% | $2,757+35.1% |
| Participant deferral / active EE | $7,264 | $6,651+9.2% | $8,066-9.9% | $4,299+69.0% |
| Admin fee / account holder | $13,382 | $7,951+68.3% | $12,989+3.0% | $6,924+93.3% |