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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 | $67,482 | $102,385-34.1% | $147,080-54.1% | $80,935-16.6% |
| Participation rate | 71.8% | 75.9%-4.1pp | 82.2%-10.4pp | 67.7%+4.1pp |
| Annual return | 16.95% | 135.09%-118.1pp | 420.17%-403.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $5,069 | $3,717+36.4% | $4,933+2.7% | $2,757+83.9% |
| Participant deferral / active EE | $11,768 | $6,651+76.9% | $8,066+45.9% | $4,299+173.7% |
| Admin fee / account holder | $12,178 | $7,951+53.2% | $12,989-6.2% | $6,924+75.9% |