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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 | $81,817 | $102,429-20.1% | $147,096-44.4% | $80,925+1.1% |
| Participation rate | 74.5% | 75.9%-1.4pp | 82.2%-7.7pp | 67.7%+6.9pp |
| Annual return | 19.35% | 135.02%-115.7pp | 419.75%-400.4pp | 35.65%-16.3pp |
| Employer contribution / active EE | $2,224 | $3,716-40.1% | $4,936-54.9% | $2,756-19.3% |
| Participant deferral / active EE | $8,909 | $6,649+34.0% | $8,071+10.4% | $4,299+107.2% |
| Admin fee / account holder | $1,948 | $7,957-75.5% | $13,005-85.0% | $6,940-71.9% |