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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 | $77,494 | $100,203-22.7% | $85,240-9.1% | $145,897-46.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 9.12% | 84.28%-75.2pp | 66.75%-57.6pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,637 | $3,242-18.7% | $2,735-3.6% | $4,663-43.4% |
| Participant deferral / active EE | $4,405 | $5,299-16.9% | $4,527-2.7% | $6,689-34.2% |
| Admin fee / account holder | $49,188 | $7,265+577.1% | $6,165+697.9% | $13,390+267.3% |