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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 | $166,268-86.4% | $165,100-86.3% | $145,897-84.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 9.26% | 100.52%-91.3pp | 70.21%-61.0pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,560 | $5,284-51.6% | $4,348-41.1% | $4,663-45.1% |
| Participant deferral / active EE | $5,106 | $6,964-26.7% | $6,035-15.4% | $6,689-23.7% |
| Admin fee / account holder | $38,391 | $16,659+130.4% | $12,696+202.4% | $13,390+186.7% |