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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 | $183,627-83.6% | $155,602-80.6% | $145,978-79.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.83% | 61.32%-47.5pp | 64.81%-51.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,118 | $5,316-79.0% | $4,675-76.1% | $4,662-76.0% |
| Participant deferral / active EE | $2,049 | $6,466-68.3% | $5,629-63.6% | $6,690-69.4% |
| Admin fee / account holder | $70,963 | $19,327+267.2% | $15,923+345.7% | $13,400+429.6% |