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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 | $49,284 | $201,370-75.5% | $184,256-73.3% | $145,897-66.2% |
| Participation rate | 82.6% | 87.5%-4.9pp | 86.8%-4.2pp | 80.3%+2.3pp |
| Annual return | 16.09% | 29.05%-13.0pp | 28.85%-12.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,304 | $7,024-67.2% | $6,427-64.2% | $4,663-50.6% |
| Participant deferral / active EE | $7,704 | $9,808-21.5% | $9,133-15.6% | $6,689+15.2% |
| Admin fee / account holder | $50,381 | $16,364+207.9% | $13,899+262.5% | $13,390+276.2% |