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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 | $64,663 | $115,810-44.2% | $101,271-36.1% | $158,966-59.3% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 12.91% | 56.15%-43.2pp | 46.48%-33.6pp | 302.95%-290.0pp |
| Employer contribution / active EE | $1,825 | $4,175-56.3% | $3,660-50.1% | $4,762-61.7% |
| Participant deferral / active EE | $3,367 | $4,958-32.1% | $4,371-23.0% | $5,983-43.7% |
| Admin fee / account holder | $43,889 | $7,248+505.5% | $5,948+637.9% | $11,250+290.1% |