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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 | $74,912 | $102,422-26.9% | $147,117-49.1% | $80,959-7.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 14.72% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $3,558 | $3,717-4.3% | $4,932-27.9% | $2,757+29.0% |
| Participant deferral / active EE | $3,612 | $6,652-45.7% | $8,065-55.2% | $4,300-16.0% |
| Admin fee / account holder | $13,249 | $7,953+66.6% | $12,993+2.0% | $6,925+91.3% |