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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 | $76,778 | $157,304-51.2% | $141,197-45.6% | $152,909-49.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 18.22% | 64.34%-46.1pp | 71.41%-53.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $2,566 | $5,263-51.2% | $4,736-45.8% | $4,764-46.1% |
| Participant deferral / active EE | $4,378 | $7,111-38.4% | $6,710-34.8% | $5,851-25.2% |
| Admin fee / account holder | $45,447 | $12,126+274.8% | $10,265+342.7% | $11,601+291.8% |