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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 | $42,686 | $97,761-56.3% | $83,850-49.1% | $135,382-68.5% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | 5.86% | 1287.44%-1281.6pp | 850.92%-845.1pp | 519.77%-513.9pp |
| Employer contribution / active EE | $3,769 | $4,222-10.7% | $3,631+3.8% | $4,779-21.1% |
| Participant deferral / active EE | $4,677 | $4,682-0.1% | $4,082+14.6% | $5,609-16.6% |
| Admin fee / account holder | $68,846 | $6,674+931.5% | $5,478+1156.7% | $10,829+535.8% |