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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 | $79,184-4.4% | $102,438-26.1% | $74,546+1.6% |
| Participation rate | 75.2% | 74.8%+0.4pp | 76.5%-1.3pp | 67.2%+8.0pp |
| Annual return | 12.52% | 54.95%-42.4pp | 29.37%-16.9pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $2,447 | $2,362+3.6% | $3,024-19.1% | $2,624-6.8% |
| Participant deferral / active EE | $3,406 | $4,414-22.9% | $5,054-32.6% | $4,347-21.7% |
| Admin fee / account holder | $7,816 | $2,001+290.6% | $9,448-17.3% | $1,944+302.2% |