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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 | $70,697 | $102,422-31.0% | $147,117-51.9% | $80,959-12.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 82.2%-12.2pp | 67.7%+2.3pp |
| Annual return | 14.96% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,280 | $3,717-38.7% | $4,932-53.8% | $2,757-17.3% |
| Participant deferral / active EE | $6,058 | $6,652-8.9% | $8,065-24.9% | $4,300+40.9% |
| Admin fee / account holder | $17,090 | $7,953+114.9% | $12,993+31.5% | $6,925+146.8% |