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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 | $83,775 | $152,592-45.1% | $125,180-33.1% | $152,885-45.2% |
| Participation rate | 81.3% | 83.3%-2.1pp | 79.8%+1.5pp | 82.5%-1.2pp |
| Annual return | 22.73% | 54.84%-32.1pp | 43.79%-21.1pp | 345.39%-322.7pp |
| Employer contribution / active EE | $1,445 | $4,947-70.8% | $3,866-62.6% | $4,763-69.7% |
| Participant deferral / active EE | $2,483 | $5,868-57.7% | $4,937-49.7% | $5,851-57.6% |
| Admin fee / account holder | $38,188 | $13,435+184.2% | $9,703+293.6% | $11,598+229.3% |