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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 | $72,792 | $111,830-34.9% | $93,696-22.3% | $145,884-50.1% |
| Participation rate | 78.3% | 74.2%+4.0pp | 68.7%+9.5pp | 80.3%-2.0pp |
| Annual return | 18.59% | 204.08%-185.5pp | 133.74%-115.1pp | 551.85%-533.3pp |
| Employer contribution / active EE | $2,484 | $3,093-19.7% | $2,422+2.6% | $4,662-46.7% |
| Participant deferral / active EE | $4,853 | $4,920-1.4% | $4,417+9.9% | $6,690-27.4% |
| Admin fee / account holder | $13,395 | $10,249+30.7% | $8,287+61.6% | $13,3920% |