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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 | $44,227 | $149,679-70.5% | $117,039-62.2% | $147,586-70.0% |
| Participation rate | 70.0% | 83.5%-13.5pp | 77.2%-7.2pp | 82.8%-12.8pp |
| Annual return | 11.45% | 19.31%-7.9pp | 18.95%-7.5pp | 578.59%-567.1pp |
| Employer contribution / active EE | $1,824 | $4,937-63.1% | $3,785-51.8% | $4,876-62.6% |
| Participant deferral / active EE | $2,137 | $4,912-56.5% | $3,929-45.6% | $5,439-60.7% |
| Admin fee / account holder | $55,021 | $7,856+600.3% | $5,974+821.0% | $10,886+405.4% |