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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 | $57,081 | $127,790-55.3% | $106,554-46.4% | $167,553-65.9% |
| Participation rate | 77.8% | 78.3%-0.5pp | 76.1%+1.6pp | 82.1%-4.3pp |
| Annual return | 10.38% | 33.88%-23.5pp | 26.80%-16.4pp | 478.89%-468.5pp |
| Employer contribution / active EE | $680 | $3,427-80.2% | $2,819-75.9% | $4,840-85.9% |
| Participant deferral / active EE | $2,035 | $5,088-60.0% | $4,398-53.7% | $6,343-67.9% |
| Admin fee / account holder | $56,233 | $11,231+400.7% | $7,408+659.0% | $12,316+356.6% |