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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 | $75,399 | $183,592-58.9% | $155,574-51.5% | $145,877-48.3% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.84% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,446 | $5,317-72.8% | $4,676-69.1% | $4,663-69.0% |
| Participant deferral / active EE | $3,355 | $6,466-48.1% | $5,629-40.4% | $6,691-49.9% |
| Admin fee / account holder | $131,228 | $19,316+579.4% | $15,914+724.6% | $13,402+879.2% |