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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 | $76,410 | $102,393-25.4% | $147,041-48.0% | $80,911-5.6% |
| Participation rate | 80.3% | 75.9%+4.4pp | 82.2%-1.9pp | 67.6%+12.6pp |
| Annual return | 14.50% | 134.95%-120.5pp | 419.21%-404.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $3,318 | $3,715-10.7% | $4,935-32.8% | $2,756+20.4% |
| Participant deferral / active EE | $6,469 | $6,647-2.7% | $8,071-19.9% | $4,297+50.5% |
| Admin fee / account holder | $9,610 | $7,943+21.0% | $13,006-26.1% | $6,935+38.6% |