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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 | $55,463 | $111,535-50.3% | $105,223-47.3% | $137,256-59.6% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.0%-1.7pp | 80.0%-6.6pp |
| Annual return | 24.92% | 237.85%-212.9pp | 180.65%-155.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $2,497 | $3,939-36.6% | $3,689-32.3% | $4,156-39.9% |
| Participant deferral / active EE | $5,189 | $5,500-5.7% | $5,072+2.3% | $6,407-19.0% |
| Admin fee / account holder | $124,044 | $9,721+1176.0% | $8,859+1300.2% | $12,270+910.9% |