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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 | $30,798 | $157,304-80.4% | $141,197-78.2% | $152,909-79.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 16.33% | 64.34%-48.0pp | 71.41%-55.1pp | 345.46%-329.1pp |
| Employer contribution / active EE | $2,935 | $5,263-44.2% | $4,736-38.0% | $4,764-38.4% |
| Participant deferral / active EE | $15,356 | $7,111+116.0% | $6,710+128.8% | $5,851+162.4% |
| Admin fee / account holder | $113,596 | $12,126+836.8% | $10,265+1006.6% | $11,601+879.2% |