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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 | $47,146 | $138,072-65.9% | $123,549-61.8% | $135,382-65.2% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | 4.65% | 153.69%-149.0pp | 119.20%-114.6pp | 519.77%-515.1pp |
| Employer contribution / active EE | $2,564 | $5,152-50.2% | $4,628-44.6% | $4,779-46.4% |
| Participant deferral / active EE | $6,741 | $6,799-0.9% | $6,426+4.9% | $5,609+20.2% |
| Admin fee / account holder | $5,210 | $10,917-52.3% | $9,284-43.9% | $10,829-51.9% |