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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 | $23,385 | $148,623-84.3% | $135,974-82.8% | $139,466-83.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.45% | 79.30%-63.8pp | 68.30%-52.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,219 | $5,246-76.8% | $4,859-74.9% | $4,754-74.4% |
| Participant deferral / active EE | $4,483 | $8,103-44.7% | $7,760-42.2% | $6,712-33.2% |
| Admin fee / account holder | $54,324 | $12,406+337.9% | $10,767+404.6% | $11,409+376.2% |