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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 | $52,281 | $111,830-53.2% | $93,696-44.2% | $145,884-64.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 16.83% | 204.08%-187.2pp | 133.74%-116.9pp | 551.85%-535.0pp |
| Employer contribution / active EE | $2,149 | $3,093-30.5% | $2,422-11.3% | $4,662-53.9% |
| Participant deferral / active EE | $6,392 | $4,920+29.9% | $4,417+44.7% | $6,690-4.5% |
| Admin fee / account holder | $689 | $10,249-93.3% | $8,287-91.7% | $13,392-94.9% |