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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 | $62,321 | $98,240-36.6% | $82,312-24.3% | $147,586-57.8% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 10.66% | 30.85%-20.2pp | 25.88%-15.2pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,986 | $3,192-37.8% | $2,428-18.2% | $4,876-59.3% |
| Participant deferral / active EE | $7,877 | $4,383+79.7% | $3,706+112.5% | $5,439+44.8% |
| Admin fee / account holder | $69,371 | $8,563+710.1% | $5,608+1137.1% | $10,886+537.3% |