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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 | $58,830 | $111,830-47.4% | $93,696-37.2% | $145,884-59.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 9.30% | 204.08%-194.8pp | 133.74%-124.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,554 | $3,093-49.8% | $2,422-35.9% | $4,662-66.7% |
| Participant deferral / active EE | $7,138 | $4,920+45.1% | $4,417+61.6% | $6,690+6.7% |
| Admin fee / account holder | $72,065 | $10,249+603.1% | $8,287+769.7% | $13,392+438.1% |