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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 | $73,188 | $107,363-31.8% | $92,909-21.2% | $152,897-52.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 19.15% | 145.63%-126.5pp | 109.44%-90.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,363 | $4,222-67.7% | $3,653-62.7% | $4,764-71.4% |
| Participant deferral / active EE | $5,176 | $4,848+6.8% | $4,238+22.1% | $5,851-11.5% |
| Admin fee / account holder | $42,980 | $7,082+506.9% | $5,795+641.7% | $11,599+270.5% |