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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 | $54,916 | $110,039-50.1% | $97,260-43.5% | $145,884-62.4% |
| Participation rate | 95.7% | 75.9%+19.7pp | 72.7%+23.0pp | 80.3%+15.3pp |
| Annual return | 16.44% | 244.44%-228.0pp | 75.54%-59.1pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,905 | $3,074-38.0% | $2,721-30.0% | $4,662-59.1% |
| Participant deferral / active EE | $7,312 | $4,674+56.5% | $4,262+71.6% | $6,690+9.3% |
| Admin fee / account holder | $40,227 | $6,204+548.5% | $5,640+613.3% | $13,392+200.4% |