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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 | $59,622 | $109,411-45.5% | $89,435-33.3% | $158,982-62.5% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 7.16% | 345.68%-338.5pp | 245.55%-238.4pp | 302.99%-295.8pp |
| Employer contribution / active EE | $4,293 | $3,173+35.3% | $2,587+65.9% | $4,763-9.9% |
| Participant deferral / active EE | $4,751 | $4,600+3.3% | $3,890+22.1% | $5,983-20.6% |
| Admin fee / account holder | $31,983 | $6,159+419.3% | $4,884+554.8% | $11,252+184.3% |