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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 | $83,263 | $102,429-18.7% | $147,096-43.4% | $80,925+2.9% |
| Participation rate | 71.1% | 75.9%-4.8pp | 82.2%-11.1pp | 67.7%+3.4pp |
| Annual return | 14.61% | 135.02%-120.4pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,823 | $3,716-24.0% | $4,936-42.8% | $2,756+2.4% |
| Participant deferral / active EE | $7,246 | $6,649+9.0% | $8,071-10.2% | $4,299+68.6% |
| Admin fee / account holder | $3,415 | $7,957-57.1% | $13,005-73.7% | $6,940-50.8% |