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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 | $52,981 | $116,203-54.4% | $93,621-43.4% | $152,897-65.3% |
| Participation rate | 72.7% | 78.1%-5.3pp | 75.8%-3.1pp | 82.5%-9.7pp |
| Annual return | 17.87% | 35.96%-18.1pp | 32.76%-14.9pp | 345.43%-327.6pp |
| Employer contribution / active EE | $2,520 | $3,219-21.7% | $2,719-7.3% | $4,764-47.1% |
| Participant deferral / active EE | $5,610 | $4,605+21.8% | $4,070+37.9% | $5,851-4.1% |
| Admin fee / account holder | $31,828 | $10,751+196.1% | $7,890+303.4% | $11,599+174.4% |