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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 | $55,302 | $110,093-49.8% | $97,295-43.2% | $145,897-62.1% |
| Participation rate | 73.7% | 75.9%-2.2pp | 72.7%+1.0pp | 80.3%-6.6pp |
| Annual return | 12.90% | 244.76%-231.9pp | 75.62%-62.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,748 | $3,077-43.2% | $2,723-35.8% | $4,663-62.5% |
| Participant deferral / active EE | $4,335 | $4,678-7.3% | $4,264+1.7% | $6,689-35.2% |
| Admin fee / account holder | $15,804 | $6,212+154.4% | $5,646+179.9% | $13,390+18.0% |