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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 | $72,856 | $115,810-37.1% | $101,271-28.1% | $158,966-54.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 11.29% | 56.15%-44.9pp | 46.48%-35.2pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,456 | $4,175-65.1% | $3,660-60.2% | $4,762-69.4% |
| Participant deferral / active EE | $5,997 | $4,958+20.9% | $4,371+37.2% | $5,983+0.2% |
| Admin fee / account holder | $13,298 | $7,248+83.5% | $5,948+123.6% | $11,250+18.2% |