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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 | $108,064 | $154,209-29.9% | $130,062-16.9% | $139,487-22.5% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 13.85% | 32.52%-18.7pp | -137.37%+151.2pp | 373.84%-360.0pp |
| Employer contribution / active EE | $2,374 | $5,292-55.1% | $4,322-45.1% | $4,755-50.1% |
| Participant deferral / active EE | $4,313 | $6,709-35.7% | $5,821-25.9% | $6,713-35.7% |
| Admin fee / account holder | $22,093 | $13,988+57.9% | $10,601+108.4% | $11,407+93.7% |