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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 | $27,712 | $157,276-82.4% | $141,177-80.4% | $152,885-81.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 19.59% | 64.33%-44.7pp | 71.40%-51.8pp | 345.39%-325.8pp |
| Employer contribution / active EE | $2,899 | $5,262-44.9% | $4,736-38.8% | $4,763-39.1% |
| Participant deferral / active EE | $4,524 | $7,110-36.4% | $6,710-32.6% | $5,851-22.7% |
| Admin fee / account holder | $11,106 | $12,123-8.4% | $10,263+8.2% | $11,598-4.2% |