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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 | $31,678 | $102,429-69.1% | $147,096-78.5% | $80,925-60.9% |
| Participation rate | 79.4% | 75.9%+3.6pp | 82.2%-2.8pp | 67.7%+11.8pp |
| Annual return | 19.69% | 135.02%-115.3pp | 419.75%-400.1pp | 35.65%-16.0pp |
| Employer contribution / active EE | $3,223 | $3,716-13.3% | $4,936-34.7% | $2,756+16.9% |
| Participant deferral / active EE | $8,225 | $6,649+23.7% | $8,071+1.9% | $4,299+91.3% |
| Admin fee / account holder | $4,126 | $7,957-48.1% | $13,005-68.3% | $6,940-40.6% |