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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 | $43,332 | $102,429-57.7% | $147,096-70.5% | $80,925-46.5% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 18.23% | 135.02%-116.8pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $3,122 | $3,716-16.0% | $4,936-36.7% | $2,756+13.3% |
| Participant deferral / active EE | $6,421 | $6,649-3.4% | $8,071-20.4% | $4,299+49.4% |
| Admin fee / account holder | $3,062 | $7,957-61.5% | $13,005-76.5% | $6,940-55.9% |