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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 | $35,043 | $183,539-80.9% | $155,556-77.5% | $145,897-76.0% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.3pp | 80.3%-1.7pp |
| Annual return | 10.52% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,481 | $5,315-53.3% | $4,675-46.9% | $4,663-46.8% |
| Participant deferral / active EE | $4,409 | $6,467-31.8% | $5,631-21.7% | $6,689-34.1% |
| Admin fee / account holder | $43,059 | $19,275+123.4% | $15,885+171.1% | $13,390+221.6% |