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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 | $62,190 | $110,093-43.5% | $97,295-36.1% | $145,897-57.4% |
| Participation rate | 78.6% | 75.9%+2.7pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 14.98% | 244.76%-229.8pp | 75.62%-60.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,511 | $3,077-50.9% | $2,723-44.5% | $4,663-67.6% |
| Participant deferral / active EE | $5,383 | $4,678+15.1% | $4,264+26.2% | $6,689-19.5% |
| Admin fee / account holder | $8,752 | $6,212+40.9% | $5,646+55.0% | $13,390-34.6% |