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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 | $56,673 | $102,429-44.7% | $147,096-61.5% | $80,925-30.0% |
| Participation rate | 80.4% | 75.9%+4.6pp | 82.2%-1.7pp | 67.7%+12.8pp |
| Annual return | 12.73% | 135.02%-122.3pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,426 | $3,716-61.6% | $4,936-71.1% | $2,756-48.3% |
| Participant deferral / active EE | $6,954 | $6,649+4.6% | $8,071-13.8% | $4,299+61.8% |
| Admin fee / account holder | $10,716 | $7,957+34.7% | $13,005-17.6% | $6,940+54.4% |