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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 | $62,842 | $102,422-38.6% | $147,117-57.3% | $80,959-22.4% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 13.89% | 135.16%-121.3pp | 420.54%-406.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,919 | $3,717-21.5% | $4,932-40.8% | $2,757+5.9% |
| Participant deferral / active EE | $4,747 | $6,652-28.6% | $8,065-41.1% | $4,300+10.4% |
| Admin fee / account holder | $1,162 | $7,953-85.4% | $12,993-91.1% | $6,925-83.2% |