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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 | $89,367 | $99,079-9.8% | $78,002+14.6% | $273,973-67.4% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.5%+6.8pp | 83.0%-0.7pp |
| Annual return | 4.20% | 217.93%-213.7pp | 425.99%-421.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $3,599 | $3,308+8.8% | $2,470+45.7% | $4,869-26.1% |
| Participant deferral / active EE | $3,369 | $4,306-21.8% | $3,497-3.7% | $5,287-36.3% |
| Admin fee / account holder | $38,392 | $8,954+328.8% | $5,481+600.5% | $10,133+278.9% |