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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 | $34,411 | $102,393-66.4% | $147,041-76.6% | $80,911-57.5% |
| Participation rate | 79.3% | 75.9%+3.5pp | 82.2%-2.9pp | 67.6%+11.7pp |
| Annual return | 22.46% | 134.95%-112.5pp | 419.21%-396.7pp | 35.63%-13.2pp |
| Employer contribution / active EE | $2,902 | $3,715-21.9% | $4,935-41.2% | $2,756+5.3% |
| Participant deferral / active EE | $6,398 | $6,647-3.7% | $8,071-20.7% | $4,297+48.9% |
| Admin fee / account holder | $10,581 | $7,943+33.2% | $13,006-18.6% | $6,935+52.6% |