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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 | $55,397 | $154,209-64.1% | $130,062-57.4% | $139,487-60.3% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 12.02% | 32.52%-20.5pp | -137.37%+149.4pp | 373.84%-361.8pp |
| Employer contribution / active EE | $2,002 | $5,292-62.2% | $4,322-53.7% | $4,755-57.9% |
| Participant deferral / active EE | $3,186 | $6,709-52.5% | $5,821-45.3% | $6,713-52.5% |
| Admin fee / account holder | $29,001 | $13,988+107.3% | $10,601+173.6% | $11,407+154.2% |