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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 | $57,829 | $111,785-48.3% | $93,669-38.3% | $145,877-60.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 8.89% | 203.79%-194.9pp | 133.59%-124.7pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,453 | $3,096-53.1% | $2,424-40.1% | $4,663-68.8% |
| Participant deferral / active EE | $2,412 | $4,919-51.0% | $4,416-45.4% | $6,691-64.0% |
| Admin fee / account holder | $5,410 | $10,256-47.3% | $8,291-34.8% | $13,402-59.6% |