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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 | $63,354 | $77,164-17.9% | $178,014-64.4% | $80,874-21.7% |
| Participation rate | 86.0% | 65.7%+20.3pp | 77.1%+9.0pp | 67.6%+18.4pp |
| Annual return | 11.72% | 18.09%-6.4pp | 294.80%-283.1pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,900 | $2,288-16.9% | $3,950-51.9% | $2,756-31.1% |
| Participant deferral / active EE | $2,624 | $4,408-40.5% | $6,276-58.2% | $4,297-38.9% |
| Admin fee / account holder | $7,077 | $7,164-1.2% | $10,362-31.7% | $6,935+2.0% |