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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 | $30,171 | $183,592-83.6% | $155,574-80.6% | $145,877-79.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.83% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,118 | $5,317-79.0% | $4,676-76.1% | $4,663-76.0% |
| Participant deferral / active EE | $2,049 | $6,466-68.3% | $5,629-63.6% | $6,691-69.4% |
| Admin fee / account holder | $70,963 | $19,316+267.4% | $15,914+345.9% | $13,402+429.5% |