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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 | $201,259-75.5% | $184,200-73.2% | $145,959-66.2% |
| Participation rate | 82.6% | 87.5%-4.9pp | 86.8%-4.2pp | 80.3%+2.3pp |
| Annual return | 16.09% | 28.98%-12.9pp | 28.80%-12.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,304 | $7,018-67.2% | $6,424-64.1% | $4,661-50.6% |
| Participant deferral / active EE | $7,704 | $9,806-21.4% | $9,132-15.6% | $6,689+15.2% |
| Admin fee / account holder | $50,381 | $16,372+207.7% | $13,907+262.3% | $13,398+276.0% |