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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 | $88,446 | $124,346-28.9% | $111,308-20.5% | $167,536-47.2% |
| Participation rate | 76.2% | 79.6%-3.4pp | 77.3%-1.1pp | 82.1%-5.9pp |
| Annual return | 11.96% | 37.45%-25.5pp | 54.67%-42.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $2,500 | $3,437-27.3% | $2,732-8.5% | $4,839-48.3% |
| Participant deferral / active EE | $4,154 | $5,182-19.8% | $4,487-7.4% | $6,342-34.5% |
| Admin fee / account holder | $37,303 | $10,621+251.2% | $7,965+368.3% | $12,315+202.9% |