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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 | $70,833 | $102,385-30.8% | $147,080-51.8% | $80,935-12.5% |
| Participation rate | 77.2% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 19.55% | 135.09%-115.5pp | 420.17%-400.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $3,345 | $3,717-10.0% | $4,933-32.2% | $2,757+21.3% |
| Participant deferral / active EE | $7,134 | $6,651+7.3% | $8,066-11.6% | $4,299+65.9% |
| Admin fee / account holder | $9,216 | $7,951+15.9% | $12,989-29.1% | $6,924+33.1% |