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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 | $63,006 | $95,979-34.4% | $74,551-15.5% | $135,380-53.5% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | 7.26% | 56.97%-49.7pp | 32.53%-25.3pp | 519.81%-512.5pp |
| Employer contribution / active EE | $2,275 | $2,716-16.3% | $1,961+16.0% | $4,779-52.4% |
| Participant deferral / active EE | $5,761 | $3,844+49.9% | $3,108+85.4% | $5,609+2.7% |
| Admin fee / account holder | $22,937 | $6,522+251.7% | $5,059+353.4% | $10,828+111.8% |