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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 | $82,493 | $103,038-19.9% | $90,324-8.7% | $152,909-46.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.9pp | 82.5%-11.0pp |
| Annual return | 22.40% | 95.25%-72.9pp | 78.15%-55.8pp | 345.46%-323.1pp |
| Employer contribution / active EE | $3,179 | $3,141+1.2% | $2,856+11.3% | $4,764-33.3% |
| Participant deferral / active EE | $4,902 | $4,282+14.5% | $3,885+26.2% | $5,851-16.2% |
| Admin fee / account holder | $26,140 | $6,177+323.2% | $5,356+388.1% | $11,601+125.3% |