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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 | $36,216 | $102,385-64.6% | $147,080-75.4% | $80,935-55.3% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.1pp |
| Annual return | 14.84% | 135.09%-120.3pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,949 | $3,717-20.7% | $4,933-40.2% | $2,757+7.0% |
| Participant deferral / active EE | $6,340 | $6,651-4.7% | $8,066-21.4% | $4,299+47.5% |
| Admin fee / account holder | $1,684 | $7,951-78.8% | $12,989-87.0% | $6,924-75.7% |