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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 | $68,706 | $102,385-32.9% | $147,080-53.3% | $80,935-15.1% |
| Participation rate | 75.6% | 75.9%-0.3pp | 82.2%-6.6pp | 67.7%+7.9pp |
| Annual return | 20.16% | 135.09%-114.9pp | 420.17%-400.0pp | 35.66%-15.5pp |
| Employer contribution / active EE | $3,005 | $3,717-19.1% | $4,933-39.1% | $2,757+9.0% |
| Participant deferral / active EE | $10,215 | $6,651+53.6% | $8,066+26.6% | $4,299+137.6% |
| Admin fee / account holder | $983 | $7,951-87.6% | $12,989-92.4% | $6,924-85.8% |