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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 | $33,645 | $100,203-66.4% | $85,240-60.5% | $145,897-76.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 16.59% | 84.28%-67.7pp | 66.75%-50.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,176 | $3,242-32.9% | $2,735-20.4% | $4,663-53.3% |
| Participant deferral / active EE | $2,760 | $5,299-47.9% | $4,527-39.0% | $6,689-58.7% |
| Admin fee / account holder | $16,684 | $7,265+129.6% | $6,165+170.6% | $13,390+24.6% |