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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 | $64,413 | $165,939-61.2% | $122,354-47.4% | $147,586-56.4% |
| Participation rate | 70.6% | 79.6%-9.0pp | 71.6%-1.1pp | 82.8%-12.2pp |
| Annual return | 16.91% | 34.56%-17.6pp | 30.28%-13.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,043 | $5,754-81.9% | $4,051-74.3% | $4,876-78.6% |
| Participant deferral / active EE | $1,945 | $4,005-51.4% | $3,287-40.8% | $5,439-64.2% |
| Admin fee / account holder | $48,596 | $7,425+554.5% | $5,479+787.0% | $10,886+346.4% |