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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 | $63,347 | $124,330-49.0% | $109,173-42.0% | $167,536-62.2% |
| Participation rate | 73.9% | 79.5%-5.5pp | 75.9%-2.0pp | 82.1%-8.2pp |
| Annual return | 15.88% | 26.04%-10.2pp | 25.75%-9.9pp | 478.82%-462.9pp |
| Employer contribution / active EE | $2,343 | $4,209-44.3% | $3,723-37.1% | $4,839-51.6% |
| Participant deferral / active EE | $4,438 | $5,256-15.6% | $4,654-4.6% | $6,342-30.0% |
| Admin fee / account holder | $13,799 | $7,974+73.0% | $6,755+104.3% | $12,315+12.1% |