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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 | $56,919 | $112,131-49.2% | $95,964-40.7% | $158,982-64.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 11.66% | 171.19%-159.5pp | 91.64%-80.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $1,942 | $3,199-39.3% | $2,541-23.6% | $4,763-59.2% |
| Participant deferral / active EE | $2,837 | $4,784-40.7% | $4,167-31.9% | $5,983-52.6% |
| Admin fee / account holder | $9,322 | $10,136-8.0% | $6,797+37.1% | $11,252-17.2% |