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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 | $49,198 | $150,412-67.3% | $120,574-59.2% | $145,884-66.3% |
| Participation rate | 70.8% | 78.8%-8.0pp | 71.9%-1.1pp | 80.3%-9.5pp |
| Annual return | 10.24% | 154.50%-144.3pp | 107.42%-97.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,667 | $4,355-38.8% | $3,471-23.2% | $4,662-42.8% |
| Participant deferral / active EE | $4,459 | $6,175-27.8% | $4,996-10.8% | $6,690-33.3% |
| Admin fee / account holder | $23,958 | $12,224+96.0% | $9,445+153.7% | $13,392+78.9% |