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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 | $60,377 | $142,430-57.6% | $115,170-47.6% | $152,897-60.5% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.5%+3.3pp |
| Annual return | 16.99% | 41.48%-24.5pp | 35.60%-18.6pp | 345.43%-328.4pp |
| Employer contribution / active EE | $3,898 | $4,011-2.8% | $3,179+22.6% | $4,764-18.2% |
| Participant deferral / active EE | $10,913 | $5,165+111.3% | $4,169+161.8% | $5,851+86.5% |
| Admin fee / account holder | $41,345 | $8,464+388.5% | $7,089+483.2% | $11,599+256.4% |