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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 | $93,338 | $227,633-59.0% | $189,597-50.8% | $167,553-44.3% |
| Participation rate | 79.2% | 82.5%-3.3pp | 78.4%+0.7pp | 82.1%-2.9pp |
| Annual return | 13.60% | 78.45%-64.9pp | 64.20%-50.6pp | 478.89%-465.3pp |
| Employer contribution / active EE | $2,062 | $5,317-61.2% | $4,412-53.3% | $4,840-57.4% |
| Participant deferral / active EE | $5,272 | $7,003-24.7% | $6,174-14.6% | $6,343-16.9% |
| Admin fee / account holder | $45,960 | $11,879+286.9% | $9,807+368.6% | $12,316+273.2% |