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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 | $78,527 | $102,429-23.3% | $147,096-46.6% | $80,925-3.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 15.47% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $2,549 | $3,716-31.4% | $4,936-48.4% | $2,756-7.5% |
| Participant deferral / active EE | $6,973 | $6,649+4.9% | $8,071-13.6% | $4,299+62.2% |
| Admin fee / account holder | $3,735 | $7,957-53.1% | $13,005-71.3% | $6,940-46.2% |