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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 | $102,382-47.7% | $147,005-63.6% | $80,874-33.7% |
| Participation rate | 72.6% | 75.8%-3.3pp | 82.2%-9.6pp | 67.6%+4.9pp |
| Annual return | 11.86% | 134.89%-123.0pp | 418.76%-406.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,923 | $3,715-48.2% | $4,934-61.0% | $2,756-30.2% |
| Participant deferral / active EE | $7,609 | $6,646+14.5% | $8,070-5.7% | $4,297+77.1% |
| Admin fee / account holder | $1,553 | $7,942-80.5% | $13,006-88.1% | $6,935-77.6% |