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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 | $95,133 | $112,099-15.1% | $95,954-0.9% | $158,931-40.1% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 8.70% | 171.12%-162.4pp | 91.62%-82.9pp | 302.86%-294.2pp |
| Employer contribution / active EE | $831 | $3,198-74.0% | $2,541-67.3% | $4,761-82.5% |
| Participant deferral / active EE | $2,502 | $4,784-47.7% | $4,167-40.0% | $5,982-58.2% |
| Admin fee / account holder | $27,669 | $10,132+173.1% | $6,796+307.1% | $11,247+146.0% |