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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 | $61,347 | $98,776-37.9% | $149,745-59.0% | $79,856-23.2% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.5pp |
| Annual return | 14.25% | 27.38%-13.1pp | 276.72%-262.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,371 | $3,217-26.3% | $4,646-49.0% | $2,471-4.0% |
| Participant deferral / active EE | $4,006 | $5,681-29.5% | $6,843-41.5% | $3,741+7.1% |
| Admin fee / account holder | $16,272 | $6,053+168.8% | $9,312+74.7% | $5,306+206.6% |