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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 | $80,524 | $162,812-50.5% | $133,971-39.9% | $158,966-49.3% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 9.11% | 41.94%-32.8pp | 45.09%-36.0pp | 302.95%-293.8pp |
| Employer contribution / active EE | $1,367 | $4,976-72.5% | $3,919-65.1% | $4,762-71.3% |
| Participant deferral / active EE | $3,285 | $5,910-44.4% | $5,047-34.9% | $5,983-45.1% |
| Admin fee / account holder | $48,513 | $11,741+313.2% | $8,929+443.3% | $11,250+331.2% |