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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 | $60,820 | $111,785-45.6% | $93,669-35.1% | $145,877-58.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.40% | 203.79%-190.4pp | 133.59%-120.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,859 | $3,096-7.7% | $2,424+18.0% | $4,663-38.7% |
| Participant deferral / active EE | $5,767 | $4,919+17.2% | $4,416+30.6% | $6,691-13.8% |
| Admin fee / account holder | $4,384 | $10,256-57.3% | $8,291-47.1% | $13,402-67.3% |