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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 | $51,277 | $157,829-67.5% | $136,867-62.5% | $198,609-74.2% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 9.66% | 51.25%-41.6pp | 42.97%-33.3pp | 202.70%-193.0pp |
| Employer contribution / active EE | $2,143 | $3,923-45.4% | $3,547-39.6% | $5,055-57.6% |
| Participant deferral / active EE | $4,660 | $5,463-14.7% | $4,924-5.4% | $6,977-33.2% |
| Admin fee / account holder | $29,890 | $11,107+169.1% | $10,340+189.1% | $19,030+57.1% |