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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 | $60,160 | $78,694-23.6% | $67,652-11.1% | $125,389-52.0% |
| Participation rate | 78.6% | 78.8%-0.2pp | 75.7%+2.9pp | 83.2%-4.6pp |
| Annual return | 23.00% | 9.46%+13.5pp | 6625.40%-6602.4pp | 282.24%-259.2pp |
| Employer contribution / active EE | $1,944 | $3,044-36.1% | $2,266-14.2% | $4,866-60.0% |
| Participant deferral / active EE | $2,524 | $4,292-41.2% | $3,560-29.1% | $5,352-52.8% |
| Admin fee / account holder | $2,300 | $7,403-68.9% | $4,821-52.3% | $9,541-75.9% |