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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 | $50,238 | $100,139-49.8% | $85,187-41.0% | $145,884-65.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 9.89% | 84.15%-74.3pp | 66.67%-56.8pp | 551.85%-542.0pp |
| Employer contribution / active EE | $2,126 | $3,238-34.4% | $2,732-22.2% | $4,662-54.4% |
| Participant deferral / active EE | $3,419 | $5,296-35.4% | $4,525-24.4% | $6,690-48.9% |
| Admin fee / account holder | $10,785 | $7,262+48.5% | $6,162+75.0% | $13,392-19.5% |