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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 | $102,385-25.4% | $147,080-48.0% | $80,935-5.6% |
| Participation rate | 80.3% | 75.9%+4.4pp | 82.2%-1.9pp | 67.7%+12.6pp |
| Annual return | 14.50% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $3,318 | $3,717-10.7% | $4,933-32.7% | $2,757+20.4% |
| Participant deferral / active EE | $6,469 | $6,651-2.7% | $8,066-19.8% | $4,299+50.5% |
| Admin fee / account holder | $9,610 | $7,951+20.9% | $12,989-26.0% | $6,924+38.8% |