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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 | $60,290 | $111,535-45.9% | $105,223-42.7% | $137,256-56.1% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 11.71% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,304 | $3,939-66.9% | $3,689-64.6% | $4,156-68.6% |
| Participant deferral / active EE | $3,218 | $5,500-41.5% | $5,072-36.5% | $6,407-49.8% |
| Admin fee / account holder | $36,870 | $9,721+279.3% | $8,859+316.2% | $12,270+200.5% |