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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 | $70,263 | $104,479-32.7% | $159,474-55.9% | $79,391-11.5% |
| Participation rate | 71.0% | 76.6%-5.6pp | 82.8%-11.8pp | 70.7%+0.3pp |
| Annual return | 21.60% | 67.98%-46.4pp | 263.68%-242.1pp | 116.88%-95.3pp |
| Employer contribution / active EE | $2,666 | $3,417-22.0% | $4,831-44.8% | $2,428+9.8% |
| Participant deferral / active EE | $6,318 | $6,468-2.3% | $7,353-14.1% | $4,046+56.2% |
| Admin fee / account holder | $2,456 | $711+245.3% | $10,802-77.3% | $627+292.1% |