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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 | $63,080 | $102,422-38.4% | $147,117-57.1% | $80,959-22.1% |
| Participation rate | 76.3% | 75.9%+0.4pp | 82.2%-5.9pp | 67.7%+8.6pp |
| Annual return | 19.58% | 135.16%-115.6pp | 420.54%-401.0pp | 35.67%-16.1pp |
| Employer contribution / active EE | $3,492 | $3,717-6.1% | $4,932-29.2% | $2,757+26.6% |
| Participant deferral / active EE | $8,204 | $6,652+23.3% | $8,065+1.7% | $4,300+90.8% |
| Admin fee / account holder | $2,117 | $7,953-73.4% | $12,993-83.7% | $6,925-69.4% |