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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 | $54,805 | $111,785-51.0% | $93,669-41.5% | $145,877-62.4% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 14.11% | 203.79%-189.7pp | 133.59%-119.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,354 | $3,096-24.0% | $2,424-2.9% | $4,663-49.5% |
| Participant deferral / active EE | $4,488 | $4,919-8.8% | $4,416+1.6% | $6,691-32.9% |
| Admin fee / account holder | $27,132 | $10,256+164.6% | $8,291+227.2% | $13,402+102.4% |