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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 | $74,244 | $102,382-27.5% | $147,005-49.5% | $80,874-8.2% |
| Participation rate | 88.3% | 75.8%+12.5pp | 82.2%+6.2pp | 67.6%+20.7pp |
| Annual return | 16.20% | 134.89%-118.7pp | 418.76%-402.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $2,004 | $3,715-46.1% | $4,934-59.4% | $2,756-27.3% |
| Participant deferral / active EE | $3,380 | $6,646-49.1% | $8,070-58.1% | $4,297-21.3% |
| Admin fee / account holder | $5,185 | $7,942-34.7% | $13,006-60.1% | $6,935-25.2% |