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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 | $67,377 | $111,830-39.8% | $93,696-28.1% | $145,884-53.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 11.60% | 204.08%-192.5pp | 133.74%-122.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,461 | $3,093-20.4% | $2,422+1.6% | $4,662-47.2% |
| Participant deferral / active EE | $13,540 | $4,920+175.2% | $4,417+206.6% | $6,690+102.4% |
| Admin fee / account holder | $8,998 | $10,249-12.2% | $8,287+8.6% | $13,392-32.8% |