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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 | $74,979 | $142,405-47.3% | $115,157-34.9% | $152,870-51.0% |
| Participation rate | 84.2% | 82.4%+1.9pp | 75.9%+8.3pp | 82.4%+1.8pp |
| Annual return | 17.19% | 41.48%-24.3pp | 35.60%-18.4pp | 345.34%-328.2pp |
| Employer contribution / active EE | $1,292 | $4,010-67.8% | $3,179-59.4% | $4,763-72.9% |
| Participant deferral / active EE | $3,233 | $5,164-37.4% | $4,168-22.4% | $5,850-44.7% |
| Admin fee / account holder | $26,812 | $8,462+216.9% | $7,088+278.3% | $11,597+131.2% |