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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 | $51,739 | $105,145-50.8% | $94,664-45.3% | $139,466-62.9% |
| Participation rate | 70.6% | 82.4%-11.8pp | 80.8%-10.2pp | 80.3%-9.7pp |
| Annual return | 22.02% | 38.09%-16.1pp | 156.84%-134.8pp | 373.66%-351.6pp |
| Employer contribution / active EE | $2,307 | $4,107-43.8% | $3,673-37.2% | $4,754-51.5% |
| Participant deferral / active EE | $8,932 | $7,599+17.5% | $7,417+20.4% | $6,712+33.1% |
| Admin fee / account holder | $3,167 | $8,972-64.7% | $7,222-56.1% | $11,409-72.2% |