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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 | $24,249 | $166,268-85.4% | $165,100-85.3% | $145,897-83.4% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 20.81% | 100.52%-79.7pp | 70.21%-49.4pp | 552.29%-531.5pp |
| Employer contribution / active EE | $2,578 | $5,284-51.2% | $4,348-40.7% | $4,663-44.7% |
| Participant deferral / active EE | $2,717 | $6,964-61.0% | $6,035-55.0% | $6,689-59.4% |
| Admin fee / account holder | $48,052 | $16,659+188.4% | $12,696+278.5% | $13,390+258.9% |