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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 | $166,131-85.4% | $164,975-85.3% | $145,877-83.4% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 20.81% | 100.37%-79.6pp | 70.12%-49.3pp | 551.28%-530.5pp |
| Employer contribution / active EE | $2,578 | $5,276-51.1% | $4,343-40.6% | $4,663-44.7% |
| Participant deferral / active EE | $2,717 | $6,962-61.0% | $6,033-55.0% | $6,691-59.4% |
| Admin fee / account holder | $48,052 | $16,648+188.6% | $12,688+278.7% | $13,402+258.5% |