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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 | $110,294 | $232,540-52.6% | $185,117-40.4% | $147,586-25.3% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 12.22% | 43.03%-30.8pp | 40.50%-28.3pp | 578.59%-566.4pp |
| Employer contribution / active EE | $2,054 | $5,195-60.5% | $4,182-50.9% | $4,876-57.9% |
| Participant deferral / active EE | $4,429 | $5,834-24.1% | $5,045-12.2% | $5,439-18.6% |
| Admin fee / account holder | $169,035 | $10,275+1545.1% | $8,159+1971.7% | $10,886+1452.8% |