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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 | $51,080 | $176,786-71.1% | $146,643-65.2% | $167,536-69.5% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 9.23% | 24.04%-14.8pp | 22.75%-13.5pp | 478.82%-469.6pp |
| Employer contribution / active EE | $2,389 | $5,161-53.7% | $4,137-42.2% | $4,839-50.6% |
| Participant deferral / active EE | $4,116 | $6,440-36.1% | $5,506-25.3% | $6,342-35.1% |
| Admin fee / account holder | $68,283 | $13,262+414.9% | $10,280+564.2% | $12,315+454.5% |