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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 | $43,961 | $172,111-74.5% | $150,298-70.8% | $137,256-68.0% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 15.05% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,153 | $4,636-53.6% | $4,154-48.2% | $4,156-48.2% |
| Participant deferral / active EE | $4,279 | $6,166-30.6% | $5,453-21.5% | $6,407-33.2% |
| Admin fee / account holder | $81,372 | $16,471+394.0% | $14,116+476.5% | $12,270+563.2% |