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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 | $69,485 | $157,304-55.8% | $141,197-50.8% | $152,909-54.6% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 18.96% | 64.34%-45.4pp | 71.41%-52.4pp | 345.46%-326.5pp |
| Employer contribution / active EE | $2,765 | $5,263-47.5% | $4,736-41.6% | $4,764-42.0% |
| Participant deferral / active EE | $3,886 | $7,111-45.4% | $6,710-42.1% | $5,851-33.6% |
| Admin fee / account holder | $48,277 | $12,126+298.1% | $10,265+370.3% | $11,601+316.2% |