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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 | $45,024 | $112,131-59.8% | $95,964-53.1% | $158,982-71.7% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 6.87% | 171.19%-164.3pp | 91.64%-84.8pp | 302.99%-296.1pp |
| Employer contribution / active EE | $2,196 | $3,199-31.4% | $2,541-13.6% | $4,763-53.9% |
| Participant deferral / active EE | $3,953 | $4,784-17.4% | $4,167-5.1% | $5,983-33.9% |
| Admin fee / account holder | $70,628 | $10,136+596.8% | $6,797+939.1% | $11,252+527.7% |