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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 | $87,795 | $124,336-29.4% | $111,303-21.1% | $167,518-47.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.17% | 37.45%-24.3pp | 54.66%-41.5pp | 478.71%-465.5pp |
| Employer contribution / active EE | $2,592 | $3,436-24.6% | $2,731-5.1% | $4,838-46.4% |
| Participant deferral / active EE | $5,870 | $5,181+13.3% | $4,487+30.8% | $6,342-7.4% |
| Admin fee / account holder | $42,637 | $10,623+301.4% | $7,966+435.2% | $12,312+246.3% |