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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 | $81,391 | $107,363-24.2% | $92,909-12.4% | $152,897-46.8% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 25.35% | 145.63%-120.3pp | 109.44%-84.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $1,962 | $4,222-53.5% | $3,653-46.3% | $4,764-58.8% |
| Participant deferral / active EE | $3,731 | $4,848-23.0% | $4,238-12.0% | $5,851-36.2% |
| Admin fee / account holder | $124,027 | $7,082+1651.4% | $5,795+2040.2% | $11,599+969.3% |