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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 | $55,750 | $152,592-63.5% | $125,180-55.5% | $152,885-63.5% |
| Participation rate | 76.2% | 83.3%-7.1pp | 79.8%-3.6pp | 82.5%-6.3pp |
| Annual return | 16.11% | 54.84%-38.7pp | 43.79%-27.7pp | 345.39%-329.3pp |
| Employer contribution / active EE | $2,702 | $4,947-45.4% | $3,866-30.1% | $4,763-43.3% |
| Participant deferral / active EE | $3,887 | $5,868-33.8% | $4,937-21.3% | $5,851-33.6% |
| Admin fee / account holder | $30,850 | $13,435+129.6% | $9,703+218.0% | $11,598+166.0% |