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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 | $70,518 | $79,184-10.9% | $102,438-31.2% | $74,546-5.4% |
| Participation rate | 73.7% | 74.8%-1.1pp | 76.5%-2.8pp | 67.2%+6.5pp |
| Annual return | 14.20% | 54.95%-40.8pp | 29.37%-15.2pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,731 | $2,362-26.7% | $3,024-42.7% | $2,624-34.0% |
| Participant deferral / active EE | $3,435 | $4,414-22.2% | $5,054-32.0% | $4,347-21.0% |
| Admin fee / account holder | $3,603 | $2,001+80.0% | $9,448-61.9% | $1,944+85.4% |