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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 | $75,519 | $91,537-17.5% | $130,045-41.9% | $75,173+0.5% |
| Participation rate | 70.4% | 71.5%-1.1pp | 78.5%-8.1pp | 67.2%+3.2pp |
| Annual return | 17.74% | -631.55%+649.3pp | -137.30%+155.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $2,481 | $2,845-12.8% | $4,321-42.6% | $2,671-7.1% |
| Participant deferral / active EE | $3,408 | $4,343-21.5% | $5,820-41.4% | $4,126-17.4% |
| Admin fee / account holder | $2,872 | $6,780-57.6% | $10,600-72.9% | $5,651-49.2% |