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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 | $109,967-49.7% | $97,197-43.1% | $145,877-62.1% |
| Participation rate | 73.7% | 76.0%-2.3pp | 72.7%+1.0pp | 80.3%-6.6pp |
| Annual return | 12.90% | 244.27%-231.4pp | 75.47%-62.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,748 | $3,077-43.2% | $2,723-35.8% | $4,663-62.5% |
| Participant deferral / active EE | $4,335 | $4,676-7.3% | $4,263+1.7% | $6,691-35.2% |
| Admin fee / account holder | $15,804 | $6,199+154.9% | $5,637+180.4% | $13,402+17.9% |