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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 | $64,373 | $102,429-37.2% | $147,096-56.2% | $80,925-20.5% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 13.88% | 135.02%-121.1pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,523 | $3,716-59.0% | $4,936-69.1% | $2,756-44.7% |
| Participant deferral / active EE | $7,739 | $6,649+16.4% | $8,071-4.1% | $4,299+80.0% |
| Admin fee / account holder | $3,114 | $7,957-60.9% | $13,005-76.1% | $6,940-55.1% |