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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 | $78,300 | $68,398+14.5% | $94,664-17.3% | $75,173+4.2% |
| Participation rate | 75.9% | 76.1%-0.2pp | 80.8%-4.9pp | 67.2%+8.7pp |
| Annual return | 17.81% | 616.72%-598.9pp | 156.84%-139.0pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,985 | $2,701-26.5% | $3,673-45.9% | $2,671-25.7% |
| Participant deferral / active EE | $6,937 | $6,537+6.1% | $7,417-6.5% | $4,126+68.1% |
| Admin fee / account holder | $11,560 | $5,324+117.1% | $7,222+60.1% | $5,651+104.6% |