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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 | $66,911 | $115,810-42.2% | $101,271-33.9% | $158,966-57.9% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 16.87% | 56.15%-39.3pp | 46.48%-29.6pp | 302.95%-286.1pp |
| Employer contribution / active EE | $2,145 | $4,175-48.6% | $3,660-41.4% | $4,762-55.0% |
| Participant deferral / active EE | $4,114 | $4,958-17.0% | $4,371-5.9% | $5,983-31.2% |
| Admin fee / account holder | $3,380 | $7,248-53.4% | $5,948-43.2% | $11,250-70.0% |