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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 | $57,122 | $185,905-69.3% | $170,057-66.4% | $139,487-59.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 13.80% | 60.56%-46.8pp | 53.42%-39.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $2,558 | $7,597-66.3% | $6,790-62.3% | $4,755-46.2% |
| Participant deferral / active EE | $3,139 | $11,627-73.0% | $10,411-69.8% | $6,713-53.2% |
| Admin fee / account holder | $72,648 | $15,397+371.8% | $12,826+466.4% | $11,407+536.9% |