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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 | $83,674 | $109,904-23.9% | $97,167-13.9% | $145,959-42.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.65% | 243.43%-231.8pp | 75.27%-63.6pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,121 | $3,084-31.2% | $2,729-22.3% | $4,661-54.5% |
| Participant deferral / active EE | $5,977 | $4,676+27.8% | $4,264+40.2% | $6,689-10.6% |
| Admin fee / account holder | $1,449 | $6,216-76.7% | $5,650-74.4% | $13,398-89.2% |