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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 | $70,136 | $111,535-37.1% | $105,223-33.3% | $137,256-48.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 12.23% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,079 | $3,939-47.2% | $3,689-43.6% | $4,156-50.0% |
| Participant deferral / active EE | $3,848 | $5,500-30.0% | $5,072-24.1% | $6,407-39.9% |
| Admin fee / account holder | $63,890 | $9,721+557.2% | $8,859+621.2% | $12,270+420.7% |