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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 | $68,020 | $102,385-33.6% | $147,080-53.8% | $80,935-16.0% |
| Participation rate | 75.5% | 75.9%-0.4pp | 82.2%-6.7pp | 67.7%+7.8pp |
| Annual return | 20.26% | 135.09%-114.8pp | 420.17%-399.9pp | 35.66%-15.4pp |
| Employer contribution / active EE | $2,953 | $3,717-20.6% | $4,933-40.1% | $2,757+7.1% |
| Participant deferral / active EE | $5,524 | $6,651-16.9% | $8,066-31.5% | $4,299+28.5% |
| Admin fee / account holder | $15,218 | $7,951+91.4% | $12,989+17.2% | $6,924+119.8% |