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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 | $74,137 | $102,422-27.6% | $147,117-49.6% | $80,959-8.4% |
| Participation rate | 79.5% | 75.9%+3.6pp | 82.2%-2.7pp | 67.7%+11.8pp |
| Annual return | 12.58% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $4,907 | $3,717+32.0% | $4,932-0.5% | $2,757+78.0% |
| Participant deferral / active EE | $9,701 | $6,652+45.8% | $8,065+20.3% | $4,300+125.6% |
| Admin fee / account holder | $1,324 | $7,953-83.4% | $12,993-89.8% | $6,925-80.9% |