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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 | $63,920 | $102,385-37.6% | $147,080-56.5% | $80,935-21.0% |
| Participation rate | 77.2% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 12.46% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,184 | $3,717-68.1% | $4,933-76.0% | $2,757-57.0% |
| Participant deferral / active EE | $2,654 | $6,651-60.1% | $8,066-67.1% | $4,299-38.3% |
| Admin fee / account holder | $7,709 | $7,951-3.0% | $12,989-40.6% | $6,924+11.3% |