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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 | $61,812 | $102,382-39.6% | $147,005-58.0% | $80,874-23.6% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 13.74% | 134.89%-121.2pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,281 | $3,715-65.5% | $4,934-74.0% | $2,756-53.5% |
| Participant deferral / active EE | $4,465 | $6,646-32.8% | $8,070-44.7% | $4,297+3.9% |
| Admin fee / account holder | $12,081 | $7,942+52.1% | $13,006-7.1% | $6,935+74.2% |