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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 | $28,663 | $157,276-81.8% | $141,177-79.7% | $152,885-81.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 25.36% | 64.33%-39.0pp | 71.40%-46.0pp | 345.39%-320.0pp |
| Employer contribution / active EE | $2,245 | $5,262-57.3% | $4,736-52.6% | $4,763-52.9% |
| Participant deferral / active EE | $5,138 | $7,110-27.7% | $6,710-23.4% | $5,851-12.2% |
| Admin fee / account holder | $3,226 | $12,123-73.4% | $10,263-68.6% | $11,598-72.2% |