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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 | $51,210 | $100,938-49.3% | $90,461-43.4% | $158,982-67.8% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.7%+12.3pp | 82.0%+3.0pp |
| Annual return | 7.89% | 1727.20%-1719.3pp | 1294.76%-1286.9pp | 302.99%-295.1pp |
| Employer contribution / active EE | $1,583 | $3,691-57.1% | $3,264-51.5% | $4,763-66.8% |
| Participant deferral / active EE | $4,231 | $4,350-2.7% | $3,964+6.7% | $5,983-29.3% |
| Admin fee / account holder | $31,539 | $6,510+384.5% | $5,617+461.5% | $11,252+180.3% |