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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 | $57,212 | $150,346-61.9% | $120,524-52.5% | $145,877-60.8% |
| Participation rate | 71.4% | 78.8%-7.4pp | 71.9%-0.5pp | 80.3%-8.9pp |
| Annual return | 10.29% | 154.40%-144.1pp | 107.36%-97.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,316 | $4,353-46.8% | $3,469-33.2% | $4,663-50.3% |
| Participant deferral / active EE | $5,661 | $6,172-8.3% | $4,994+13.4% | $6,691-15.4% |
| Admin fee / account holder | $7,721 | $12,215-36.8% | $9,440-18.2% | $13,402-42.4% |