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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 | $85,820 | $166,268-48.4% | $165,100-48.0% | $145,897-41.2% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 9.84% | 100.52%-90.7pp | 70.21%-60.4pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,115 | $5,284-60.0% | $4,348-51.4% | $4,663-54.6% |
| Participant deferral / active EE | $4,201 | $6,964-39.7% | $6,035-30.4% | $6,689-37.2% |
| Admin fee / account holder | $44,411 | $16,659+166.6% | $12,696+249.8% | $13,390+231.7% |