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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 | $183,539-58.9% | $155,556-51.5% | $145,897-48.3% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.84% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,446 | $5,315-72.8% | $4,675-69.1% | $4,663-69.0% |
| Participant deferral / active EE | $3,355 | $6,467-48.1% | $5,631-40.4% | $6,689-49.8% |
| Admin fee / account holder | $131,228 | $19,275+580.8% | $15,885+726.1% | $13,390+880.0% |