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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 | $80,401 | $102,429-21.5% | $147,096-45.3% | $80,925-0.6% |
| Participation rate | 72.4% | 75.9%-3.4pp | 82.2%-9.8pp | 67.7%+4.8pp |
| Annual return | 18.49% | 135.02%-116.5pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $1,983 | $3,716-46.6% | $4,936-59.8% | $2,756-28.1% |
| Participant deferral / active EE | $3,661 | $6,649-44.9% | $8,071-54.6% | $4,299-14.8% |
| Admin fee / account holder | $1,813 | $7,957-77.2% | $13,005-86.1% | $6,940-73.9% |