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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 | $33,667 | $166,242-79.7% | $165,071-79.6% | $145,884-76.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 14.65% | 100.44%-85.8pp | 70.17%-55.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,207 | $5,283-58.2% | $4,347-49.2% | $4,662-52.7% |
| Participant deferral / active EE | $10,004 | $6,964+43.7% | $6,035+65.8% | $6,690+49.5% |
| Admin fee / account holder | $59,589 | $16,658+257.7% | $12,695+369.4% | $13,392+345.0% |