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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 | $68,100 | $157,304-56.7% | $141,197-51.8% | $152,909-55.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 26.99% | 64.34%-37.4pp | 71.41%-44.4pp | 345.46%-318.5pp |
| Employer contribution / active EE | $2,361 | $5,263-55.1% | $4,736-50.1% | $4,764-50.4% |
| Participant deferral / active EE | $4,071 | $7,111-42.8% | $6,710-39.3% | $5,851-30.4% |
| Admin fee / account holder | $29,457 | $12,126+142.9% | $10,265+187.0% | $11,601+153.9% |