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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 | $22,864 | $165,399-86.2% | $149,745-84.7% | $158,982-85.6% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 45.70% | 348.34%-302.6pp | 276.72%-231.0pp | 302.99%-257.3pp |
| Employer contribution / active EE | $2,151 | $5,105-57.9% | $4,646-53.7% | $4,763-54.8% |
| Participant deferral / active EE | $7,012 | $7,183-2.4% | $6,843+2.5% | $5,983+17.2% |
| Admin fee / account holder | $2,250 | $10,811-79.2% | $9,312-75.8% | $11,252-80.0% |