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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 | $54,271 | $152,612-64.4% | $125,192-56.6% | $152,897-64.5% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.5%+9.9pp |
| Annual return | 17.94% | 54.85%-36.9pp | 43.79%-25.9pp | 345.43%-327.5pp |
| Employer contribution / active EE | $2,426 | $4,947-51.0% | $3,866-37.3% | $4,764-49.1% |
| Participant deferral / active EE | $2,664 | $5,868-54.6% | $4,937-46.0% | $5,851-54.5% |
| Admin fee / account holder | $29,172 | $13,437+117.1% | $9,704+200.6% | $11,599+151.5% |