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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 | $22,616 | $166,131-86.4% | $164,975-86.3% | $145,877-84.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 9.26% | 100.37%-91.1pp | 70.12%-60.9pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,560 | $5,276-51.5% | $4,343-41.1% | $4,663-45.1% |
| Participant deferral / active EE | $5,106 | $6,962-26.7% | $6,033-15.4% | $6,691-23.7% |
| Admin fee / account holder | $38,391 | $16,648+130.6% | $12,688+202.6% | $13,402+186.5% |