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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 | $61,117 | $63,346-3.5% | $92,240-33.7% | $70,126-12.8% |
| Participation rate | 74.0% | 68.7%+5.3pp | 76.5%-2.5pp | 69.5%+4.5pp |
| Annual return | 15.06% | 530.19%-515.1pp | 176.29%-161.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,299 | $2,471-47.5% | $3,680-64.7% | $2,343-44.6% |
| Participant deferral / active EE | $2,281 | $2,854-20.1% | $3,897-41.5% | $3,332-31.5% |
| Admin fee / account holder | $13,295 | $3,841+246.2% | $5,194+156.0% | $4,645+186.2% |