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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 | $117,003 | $176,838-33.8% | $146,685-20.2% | $167,518-30.2% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 17.36% | 24.04%-6.7pp | 22.75%-5.4pp | 478.71%-461.3pp |
| Employer contribution / active EE | $1,953 | $5,161-62.2% | $4,137-52.8% | $4,838-59.6% |
| Participant deferral / active EE | $4,294 | $6,441-33.3% | $5,507-22.0% | $6,342-32.3% |
| Admin fee / account holder | $49,437 | $13,262+272.8% | $10,281+380.8% | $12,312+301.5% |