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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 | $75,227 | $102,429-26.6% | $147,096-48.9% | $80,925-7.0% |
| Participation rate | 85.0% | 75.9%+9.1pp | 82.2%+2.8pp | 67.7%+17.3pp |
| Annual return | 21.90% | 135.02%-113.1pp | 419.75%-397.8pp | 35.65%-13.7pp |
| Employer contribution / active EE | $2,841 | $3,716-23.5% | $4,936-42.4% | $2,756+3.1% |
| Participant deferral / active EE | $6,733 | $6,649+1.3% | $8,071-16.6% | $4,299+56.6% |
| Admin fee / account holder | $2,446 | $7,957-69.3% | $13,005-81.2% | $6,940-64.8% |