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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 | $111,787-51.0% | $93,681-41.5% | $145,978-62.5% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 14.11% | 203.52%-189.4pp | 133.47%-119.4pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,354 | $3,093-23.9% | $2,422-2.8% | $4,662-49.5% |
| Participant deferral / active EE | $4,488 | $4,918-8.7% | $4,415+1.7% | $6,690-32.9% |
| Admin fee / account holder | $27,132 | $10,256+164.5% | $8,290+227.3% | $13,400+102.5% |