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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 | $52,765 | $99,009-46.7% | $86,581-39.1% | $147,585-64.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 13.43% | 1312.70%-1299.3pp | 965.06%-951.6pp | 578.58%-565.2pp |
| Employer contribution / active EE | $3,220 | $3,132+2.8% | $2,840+13.4% | $4,876-34.0% |
| Participant deferral / active EE | $6,945 | $3,972+74.8% | $3,609+92.5% | $5,439+27.7% |
| Admin fee / account holder | $45,796 | $5,709+702.2% | $4,904+833.8% | $10,886+320.7% |