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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 | $66,311 | $125,237-47.1% | $105,608-37.2% | $145,877-54.5% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 15.67% | 225.76%-210.1pp | 116.50%-100.8pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,222 | $3,720-40.3% | $3,167-29.8% | $4,663-52.3% |
| Participant deferral / active EE | $6,607 | $5,711+15.7% | $5,010+31.9% | $6,691-1.3% |
| Admin fee / account holder | $10,878 | $17,287-37.1% | $11,028-1.4% | $13,402-18.8% |