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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 | $81,945 | $111,830-26.7% | $93,696-12.5% | $145,884-43.8% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 13.29% | 204.08%-190.8pp | 133.74%-120.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,091 | $3,093-32.4% | $2,422-13.7% | $4,662-55.1% |
| Participant deferral / active EE | $4,661 | $4,920-5.3% | $4,417+5.5% | $6,690-30.3% |
| Admin fee / account holder | $3,352 | $10,249-67.3% | $8,287-59.5% | $13,392-75.0% |