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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 | $66,570 | $157,829-57.8% | $136,867-51.4% | $198,609-66.5% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 14.75% | 51.25%-36.5pp | 42.97%-28.2pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,843 | $3,923-53.0% | $3,547-48.0% | $5,055-63.5% |
| Participant deferral / active EE | $4,701 | $5,463-14.0% | $4,924-4.5% | $6,977-32.6% |
| Admin fee / account holder | $28,416 | $11,107+155.8% | $10,340+174.8% | $19,030+49.3% |