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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 | $80,172 | $107,941-25.7% | $91,994-12.9% | $152,897-47.6% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.5%+9.2pp |
| Annual return | 21.26% | 89.28%-68.0pp | 69.04%-47.8pp | 345.43%-324.2pp |
| Employer contribution / active EE | $2,748 | $4,212-34.8% | $3,453-20.4% | $4,764-42.3% |
| Participant deferral / active EE | $2,895 | $6,366-54.5% | $5,924-51.1% | $5,851-50.5% |
| Admin fee / account holder | $19,771 | $10,521+87.9% | $7,744+155.3% | $11,599+70.4% |