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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 | $60,090 | $102,422-41.3% | $147,117-59.2% | $80,959-25.8% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.9pp | 67.7%+5.7pp |
| Annual return | 12.98% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,620 | $3,717-29.5% | $4,932-46.9% | $2,757-5.0% |
| Participant deferral / active EE | $6,223 | $6,652-6.4% | $8,065-22.8% | $4,300+44.7% |
| Admin fee / account holder | $395 | $7,953-95.0% | $12,993-97.0% | $6,925-94.3% |