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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 | $94,426 | $115,814-18.5% | $101,275-6.8% | $158,982-40.6% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 13.76% | 56.16%-42.4pp | 46.48%-32.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $2,023 | $4,176-51.6% | $3,660-44.7% | $4,763-57.5% |
| Participant deferral / active EE | $5,334 | $4,958+7.6% | $4,371+22.0% | $5,983-10.8% |
| Admin fee / account holder | $2,011 | $7,249-72.3% | $5,948-66.2% | $11,252-82.1% |