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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 | $49,106 | $111,830-56.1% | $93,696-47.6% | $145,884-66.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.82% | 204.08%-190.3pp | 133.74%-119.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,639 | $3,093-47.0% | $2,422-32.3% | $4,662-64.8% |
| Participant deferral / active EE | $5,823 | $4,920+18.3% | $4,417+31.8% | $6,690-13.0% |
| Admin fee / account holder | $291,949 | $10,249+2748.6% | $8,287+3423.2% | $13,392+2080.1% |