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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 | $57,915 | $103,000-43.8% | $90,300-35.9% | $152,885-62.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 23.04% | 95.19%-72.2pp | 78.11%-55.1pp | 345.39%-322.3pp |
| Employer contribution / active EE | $2,153 | $3,138-31.4% | $2,854-24.6% | $4,763-54.8% |
| Participant deferral / active EE | $3,104 | $4,281-27.5% | $3,884-20.1% | $5,851-46.9% |
| Admin fee / account holder | $14,620 | $6,173+136.8% | $5,353+173.1% | $11,598+26.1% |