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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 | $65,310 | $109,344-40.3% | $89,400-26.9% | $158,950-58.9% |
| Participation rate | 76.2% | 74.3%+1.9pp | 68.0%+8.2pp | 82.0%-5.8pp |
| Annual return | 10.63% | 345.73%-335.1pp | 245.64%-235.0pp | 302.91%-292.3pp |
| Employer contribution / active EE | $4,373 | $3,170+37.9% | $2,586+69.1% | $4,762-8.2% |
| Participant deferral / active EE | $2,321 | $4,599-49.5% | $3,890-40.3% | $5,983-61.2% |
| Admin fee / account holder | $4,022 | $6,154-34.6% | $4,882-17.6% | $11,248-64.2% |