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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 | $69,292 | $111,535-37.9% | $105,223-34.1% | $137,256-49.5% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.0%+16.3pp | 80.0%+11.3pp |
| Annual return | 12.55% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,297 | $3,939-41.7% | $3,689-37.7% | $4,156-44.7% |
| Participant deferral / active EE | $7,249 | $5,500+31.8% | $5,072+42.9% | $6,407+13.1% |
| Admin fee / account holder | $66,769 | $9,721+586.8% | $8,859+653.7% | $12,270+444.2% |