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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 | $53,582 | $102,385-47.7% | $147,080-63.6% | $80,935-33.8% |
| Participation rate | 72.6% | 75.9%-3.3pp | 82.2%-9.6pp | 67.7%+4.9pp |
| Annual return | 11.86% | 135.09%-123.2pp | 420.17%-408.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,923 | $3,717-48.3% | $4,933-61.0% | $2,757-30.2% |
| Participant deferral / active EE | $7,609 | $6,651+14.4% | $8,066-5.7% | $4,299+77.0% |
| Admin fee / account holder | $1,553 | $7,951-80.5% | $12,989-88.0% | $6,924-77.6% |