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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 | $73,615 | $100,060-26.4% | $149,721-50.8% | $70,126+5.0% |
| Participation rate | 78.8% | 83.6%-4.8pp | 87.1%-8.3pp | 69.5%+9.2pp |
| Annual return | 16.31% | 27.46%-11.1pp | 1501.67%-1485.4pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,131 | $3,661-41.8% | $5,444-60.9% | $2,343-9.0% |
| Participant deferral / active EE | $7,120 | $4,982+42.9% | $6,568+8.4% | $3,332+113.7% |
| Admin fee / account holder | $3,140 | $8,285-62.1% | $11,282-72.2% | $4,645-32.4% |