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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 | $60,528 | $111,830-45.9% | $93,696-35.4% | $145,884-58.5% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 13.40% | 204.08%-190.7pp | 133.74%-120.3pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,267 | $3,093-26.7% | $2,422-6.4% | $4,662-51.4% |
| Participant deferral / active EE | $2,721 | $4,920-44.7% | $4,417-38.4% | $6,690-59.3% |
| Admin fee / account holder | $784 | $10,249-92.4% | $8,287-90.5% | $13,392-94.1% |