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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 | $38,920 | $175,231-77.8% | $149,696-74.0% | $139,466-72.1% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 13.45% | 166.77%-153.3pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,932 | $5,478-64.7% | $4,821-59.9% | $4,754-59.4% |
| Participant deferral / active EE | $4,628 | $6,521-29.0% | $5,682-18.5% | $6,712-31.0% |
| Admin fee / account holder | $272,940 | $16,155+1589.5% | $13,212+1965.9% | $11,409+2292.4% |