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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 | $34,426 | $125,237-72.5% | $105,608-67.4% | $145,877-76.4% |
| Participation rate | 71.4% | 77.7%-6.2pp | 75.3%-3.9pp | 80.3%-8.9pp |
| Annual return | 9.25% | 225.76%-216.5pp | 116.50%-107.3pp | 551.28%-542.0pp |
| Employer contribution / active EE | $956 | $3,720-74.3% | $3,167-69.8% | $4,663-79.5% |
| Participant deferral / active EE | $4,703 | $5,711-17.6% | $5,010-6.1% | $6,691-29.7% |
| Admin fee / account holder | $53,960 | $17,287+212.1% | $11,028+389.3% | $13,402+302.6% |