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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 | $56,070 | $111,830-49.9% | $93,696-40.2% | $145,884-61.6% |
| Participation rate | 72.2% | 74.2%-2.0pp | 68.7%+3.5pp | 80.3%-8.1pp |
| Annual return | 14.00% | 204.08%-190.1pp | 133.74%-119.7pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,779 | $3,093-10.1% | $2,422+14.8% | $4,662-40.4% |
| Participant deferral / active EE | $4,214 | $4,920-14.3% | $4,417-4.6% | $6,690-37.0% |
| Admin fee / account holder | $16,116 | $10,249+57.2% | $8,287+94.5% | $13,392+20.3% |