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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 | $73,681 | $64,324+14.5% | $118,946-38.1% | $79,852-7.7% |
| Participation rate | 71.9% | 64.9%+7.1pp | 75.4%-3.5pp | 69.6%+2.3pp |
| Annual return | 11.73% | 86.45%-74.7pp | 35.89%-24.2pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,685 | $1,836-8.2% | $3,263-48.4% | $2,471-31.8% |
| Participant deferral / active EE | $1,413 | $2,824-49.9% | $4,266-66.9% | $3,740-62.2% |
| Admin fee / account holder | $3,267 | $4,040-19.1% | $6,581-50.3% | $5,306-38.4% |