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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 | $70,241 | $85,169-17.5% | $172,755-59.3% | $72,983-3.8% |
| Participation rate | 73.7% | 70.1%+3.6pp | 82.6%-9.0pp | 69.5%+4.2pp |
| Annual return | 23.16% | 27.32%-4.2pp | 802.94%-779.8pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,606 | $3,324-51.7% | $5,144-68.8% | $2,440-34.2% |
| Participant deferral / active EE | $2,046 | $3,260-37.2% | $5,198-60.6% | $3,608-43.3% |
| Admin fee / account holder | $10,525 | $5,880+79.0% | $13,955-24.6% | $5,124+105.4% |