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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 | $44,316 | $100,911-56.1% | $90,440-51.0% | $158,966-72.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 13.65% | 1726.62%-1713.0pp | 1294.38%-1280.7pp | 302.95%-289.3pp |
| Employer contribution / active EE | $2,063 | $3,690-44.1% | $3,263-36.8% | $4,762-56.7% |
| Participant deferral / active EE | $4,652 | $4,348+7.0% | $3,964+17.4% | $5,983-22.2% |
| Admin fee / account holder | $13,014 | $6,507+100.0% | $5,615+131.8% | $11,250+15.7% |