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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 | $110,039-49.7% | $97,260-43.1% | $145,884-62.1% |
| Participation rate | 73.7% | 75.9%-2.2pp | 72.7%+1.0pp | 80.3%-6.6pp |
| Annual return | 12.90% | 244.44%-231.5pp | 75.54%-62.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,748 | $3,074-43.2% | $2,721-35.8% | $4,662-62.5% |
| Participant deferral / active EE | $4,335 | $4,674-7.2% | $4,262+1.7% | $6,690-35.2% |
| Admin fee / account holder | $15,804 | $6,204+154.8% | $5,640+180.2% | $13,392+18.0% |