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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 | $25,316 | $110,830-77.2% | $86,625-70.8% | $167,553-84.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 71.6%-1.6pp | 82.1%-12.1pp |
| Annual return | 80.46% | 116.99%-36.5pp | 63.52%+16.9pp | 478.89%-398.4pp |
| Employer contribution / active EE | $1,957 | $3,245-39.7% | $2,496-21.6% | $4,840-59.6% |
| Participant deferral / active EE | $5,093 | $4,548+12.0% | $3,700+37.7% | $6,343-19.7% |
| Admin fee / account holder | $4,847 | $8,420-42.4% | $5,830-16.9% | $12,316-60.6% |