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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 | $54,994 | $111,785-50.8% | $93,669-41.3% | $145,877-62.3% |
| Participation rate | 77.8% | 74.2%+3.5pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 22.56% | 203.79%-181.2pp | 133.59%-111.0pp | 551.28%-528.7pp |
| Employer contribution / active EE | $1,497 | $3,096-51.6% | $2,424-38.2% | $4,663-67.9% |
| Participant deferral / active EE | $2,130 | $4,919-56.7% | $4,416-51.8% | $6,691-68.2% |
| Admin fee / account holder | $9,214 | $10,256-10.2% | $8,291+11.1% | $13,402-31.2% |