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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 | $52,716 | $166,131-68.3% | $164,975-68.0% | $145,877-63.9% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 9.92% | 100.37%-90.4pp | 70.12%-60.2pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,035 | $5,276-61.4% | $4,343-53.1% | $4,663-56.4% |
| Participant deferral / active EE | $3,980 | $6,962-42.8% | $6,033-34.0% | $6,691-40.5% |
| Admin fee / account holder | $26,225 | $16,648+57.5% | $12,688+106.7% | $13,402+95.7% |