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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 | $52,210 | $105,200-50.4% | $159,474-67.3% | $85,847-39.2% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.8%-10.1pp | 69.3%+3.4pp |
| Annual return | 16.10% | 45.08%-29.0pp | 263.68%-247.6pp | 318.61%-302.5pp |
| Employer contribution / active EE | $2,327 | $3,319-29.9% | $4,831-51.8% | $2,565-9.3% |
| Participant deferral / active EE | $3,775 | $5,946-36.5% | $7,353-48.7% | $3,952-4.5% |
| Admin fee / account holder | $2,678 | $6,934-61.4% | $10,802-75.2% | $6,261-57.2% |