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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 | $74,378 | $108,882-31.7% | $96,754-23.1% | $154,746-51.9% |
| Participation rate | 78.6% | 75.1%+3.5pp | 70.3%+8.3pp | 80.7%-2.1pp |
| Annual return | 25.18% | 98.39%-73.2pp | 82.04%-56.9pp | 172.34%-147.2pp |
| Employer contribution / active EE | $679 | $3,018-77.5% | $2,679-74.7% | $4,379-84.5% |
| Participant deferral / active EE | $4,657 | $5,323-12.5% | $4,758-2.1% | $6,730-30.8% |
| Admin fee / account holder | $47,155 | $10,200+362.3% | $8,905+429.6% | $14,365+228.3% |