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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 | $78,651 | $109,411-28.1% | $89,435-12.1% | $158,982-50.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 8.36% | 345.68%-337.3pp | 245.55%-237.2pp | 302.99%-294.6pp |
| Employer contribution / active EE | $1,553 | $3,173-51.1% | $2,587-40.0% | $4,763-67.4% |
| Participant deferral / active EE | $2,223 | $4,600-51.7% | $3,890-42.9% | $5,983-62.8% |
| Admin fee / account holder | $64,045 | $6,159+939.9% | $4,884+1211.2% | $11,252+469.2% |