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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 | $31,424 | $112,915-72.2% | $90,965-65.5% | $158,950-80.2% |
| Participation rate | 70.6% | 74.7%-4.1pp | 69.0%+1.6pp | 82.0%-11.4pp |
| Annual return | 6.12% | 215.75%-209.6pp | 134.57%-128.4pp | 302.91%-296.8pp |
| Employer contribution / active EE | $893 | $2,894-69.1% | $2,122-57.9% | $4,762-81.2% |
| Participant deferral / active EE | $3,361 | $4,128-18.6% | $3,373-0.4% | $5,983-43.8% |
| Admin fee / account holder | $25,231 | $8,044+213.7% | $5,960+323.3% | $11,248+124.3% |