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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 | $67,422 | $102,429-34.2% | $147,096-54.2% | $80,925-16.7% |
| Participation rate | 82.6% | 75.9%+6.7pp | 82.2%+0.4pp | 67.7%+15.0pp |
| Annual return | 15.54% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,165 | $3,716-68.7% | $4,936-76.4% | $2,756-57.7% |
| Participant deferral / active EE | $4,750 | $6,649-28.6% | $8,071-41.2% | $4,299+10.5% |
| Admin fee / account holder | $2,948 | $7,957-62.9% | $13,005-77.3% | $6,940-57.5% |