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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 | $68,559 | $115,814-40.8% | $101,275-32.3% | $158,982-56.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 10.61% | 56.16%-45.5pp | 46.48%-35.9pp | 302.99%-292.4pp |
| Employer contribution / active EE | $2,536 | $4,176-39.3% | $3,660-30.7% | $4,763-46.8% |
| Participant deferral / active EE | $6,692 | $4,958+35.0% | $4,371+53.1% | $5,983+11.8% |
| Admin fee / account holder | $24,248 | $7,249+234.5% | $5,948+307.7% | $11,252+115.5% |