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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 | $63,219 | $111,830-43.5% | $93,696-32.5% | $145,884-56.7% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 9.72% | 204.08%-194.4pp | 133.74%-124.0pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,294 | $3,093-25.8% | $2,422-5.3% | $4,662-50.8% |
| Participant deferral / active EE | $4,252 | $4,920-13.6% | $4,417-3.7% | $6,690-36.4% |
| Admin fee / account holder | $14,258 | $10,249+39.1% | $8,287+72.1% | $13,392+6.5% |