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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 | $30,775 | $83,337-63.1% | $67,834-54.6% | $273,972-88.8% |
| Participation rate | 72.7% | 76.4%-3.7pp | 68.8%+3.9pp | 83.0%-10.3pp |
| Annual return | 7.91% | 259.45%-251.5pp | 138.47%-130.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,318 | $3,287-29.5% | $2,403-3.6% | $4,869-52.4% |
| Participant deferral / active EE | $6,208 | $4,088+51.9% | $3,160+96.5% | $5,287+17.4% |
| Admin fee / account holder | $22,758 | $6,752+237.1% | $4,622+392.3% | $10,133+124.6% |