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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 | $23,119 | $84,518-72.6% | $67,704-65.9% | $125,388-81.6% |
| Participation rate | 70.0% | 74.8%-4.8pp | 67.5%+2.5pp | 83.2%-13.2pp |
| Annual return | 39.26% | 2.57%+36.7pp | 25.41%+13.9pp | 282.24%-243.0pp |
| Employer contribution / active EE | $2,190 | $3,292-33.5% | $2,559-14.4% | $4,866-55.0% |
| Participant deferral / active EE | $4,091 | $4,430-7.7% | $3,585+14.1% | $5,352-23.6% |
| Admin fee / account holder | $9,250 | $5,340+73.2% | $4,255+117.4% | $9,541-3.0% |