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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 | $79,391 | $109,904-27.8% | $97,167-18.3% | $145,959-45.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 15.17% | 243.43%-228.3pp | 75.27%-60.1pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,203 | $3,084-28.6% | $2,729-19.3% | $4,661-52.7% |
| Participant deferral / active EE | $4,188 | $4,676-10.4% | $4,264-1.8% | $6,689-37.4% |
| Admin fee / account holder | $1,043 | $6,216-83.2% | $5,650-81.5% | $13,398-92.2% |