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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 | $75,703 | $79,223-4.4% | $102,460-26.1% | $74,478+1.6% |
| Participation rate | 75.2% | 74.8%+0.4pp | 76.5%-1.3pp | 67.2%+8.0pp |
| Annual return | 12.52% | 54.98%-42.5pp | 29.47%-17.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,447 | $2,363+3.5% | $3,025-19.1% | $2,626-6.8% |
| Participant deferral / active EE | $3,406 | $4,417-22.9% | $5,056-32.6% | $4,350-21.7% |
| Admin fee / account holder | $7,816 | $2,003+290.2% | $9,460-17.4% | $1,946+301.7% |