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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 | $69,446 | $102,385-32.2% | $147,080-52.8% | $80,935-14.2% |
| Participation rate | 79.8% | 75.9%+3.9pp | 82.2%-2.4pp | 67.7%+12.1pp |
| Annual return | 18.15% | 135.09%-116.9pp | 420.17%-402.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $3,454 | $3,717-7.1% | $4,933-30.0% | $2,757+25.3% |
| Participant deferral / active EE | $7,943 | $6,651+19.4% | $8,066-1.5% | $4,299+84.7% |
| Admin fee / account holder | $5,105 | $7,951-35.8% | $12,989-60.7% | $6,924-26.3% |