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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 | $84,054 | $102,422-17.9% | $147,117-42.9% | $80,959+3.8% |
| Participation rate | 75.3% | 75.9%-0.6pp | 82.2%-6.9pp | 67.7%+7.6pp |
| Annual return | 15.67% | 135.16%-119.5pp | 420.54%-404.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $4,507 | $3,717+21.2% | $4,932-8.6% | $2,757+63.5% |
| Participant deferral / active EE | $10,224 | $6,652+53.7% | $8,065+26.8% | $4,300+137.7% |
| Admin fee / account holder | $2,962 | $7,953-62.8% | $12,993-77.2% | $6,925-57.2% |