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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 | $43,312 | $183,592-76.4% | $155,574-72.2% | $145,877-70.3% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 15.25% | 61.37%-46.1pp | 64.87%-49.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,522 | $5,317-71.4% | $4,676-67.4% | $4,663-67.4% |
| Participant deferral / active EE | $6,704 | $6,466+3.7% | $5,629+19.1% | $6,691+0.2% |
| Admin fee / account holder | $55,028 | $19,316+184.9% | $15,914+245.8% | $13,402+310.6% |