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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 | $57,557 | $110,830-48.1% | $86,625-33.6% | $167,553-65.6% |
| Participation rate | 76.5% | 75.8%+0.7pp | 71.6%+4.8pp | 82.1%-5.6pp |
| Annual return | 8.43% | 116.99%-108.6pp | 63.52%-55.1pp | 478.89%-470.5pp |
| Employer contribution / active EE | $2,792 | $3,245-14.0% | $2,496+11.9% | $4,840-42.3% |
| Participant deferral / active EE | $5,729 | $4,548+26.0% | $3,700+54.9% | $6,343-9.7% |
| Admin fee / account holder | $18,988 | $8,420+125.5% | $5,830+225.7% | $12,316+54.2% |