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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 | $42,572 | $111,830-61.9% | $93,696-54.6% | $145,884-70.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 13.75% | 204.08%-190.3pp | 133.74%-120.0pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,972 | $3,093-36.2% | $2,422-18.6% | $4,662-57.7% |
| Participant deferral / active EE | $4,139 | $4,920-15.9% | $4,417-6.3% | $6,690-38.1% |
| Admin fee / account holder | $8,837 | $10,249-13.8% | $8,287+6.6% | $13,392-34.0% |