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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 | $39,539 | $133,998-70.5% | $112,263-64.8% | $134,545-70.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 9.26% | 47.17%-37.9pp | 27.49%-18.2pp | 418.37%-409.1pp |
| Employer contribution / active EE | $2,941 | $4,040-27.2% | $3,636-19.1% | $4,742-38.0% |
| Participant deferral / active EE | $6,578 | $5,292+24.3% | $4,729+39.1% | $6,401+2.8% |
| Admin fee / account holder | $52,038 | $7,493+594.5% | $6,410+711.8% | $11,431+355.2% |