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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 | $45,072 | $103,008-56.2% | $90,304-50.1% | $152,897-70.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 19.33% | 95.22%-75.9pp | 78.13%-58.8pp | 345.43%-326.1pp |
| Employer contribution / active EE | $2,237 | $3,139-28.7% | $2,855-21.6% | $4,764-53.0% |
| Participant deferral / active EE | $2,967 | $4,281-30.7% | $3,885-23.6% | $5,851-49.3% |
| Admin fee / account holder | $8,745 | $6,175+41.6% | $5,354+63.3% | $11,599-24.6% |