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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 | $77,539 | $102,429-24.3% | $147,096-47.3% | $80,925-4.2% |
| Participation rate | 70.0% | 75.9%-5.9pp | 82.2%-12.2pp | 67.7%+2.3pp |
| Annual return | 17.33% | 135.02%-117.7pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $3,603 | $3,716-3.0% | $4,936-27.0% | $2,756+30.7% |
| Participant deferral / active EE | $9,080 | $6,649+36.6% | $8,071+12.5% | $4,299+111.2% |
| Admin fee / account holder | $17,450 | $7,957+119.3% | $13,005+34.2% | $6,940+151.4% |