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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 | $102,393-17.9% | $147,041-42.8% | $80,911+3.9% |
| Participation rate | 75.3% | 75.9%-0.6pp | 82.2%-6.9pp | 67.6%+7.6pp |
| Annual return | 15.67% | 134.95%-119.3pp | 419.21%-403.5pp | 35.63%-20.0pp |
| Employer contribution / active EE | $4,507 | $3,715+21.3% | $4,935-8.7% | $2,756+63.5% |
| Participant deferral / active EE | $10,224 | $6,647+53.8% | $8,071+26.7% | $4,297+137.9% |
| Admin fee / account holder | $2,962 | $7,943-62.7% | $13,006-77.2% | $6,935-57.3% |