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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 | $166,268-68.3% | $165,100-68.1% | $145,897-63.9% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 9.92% | 100.52%-90.6pp | 70.21%-60.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,035 | $5,284-61.5% | $4,348-53.2% | $4,663-56.4% |
| Participant deferral / active EE | $3,980 | $6,964-42.9% | $6,035-34.1% | $6,689-40.5% |
| Admin fee / account holder | $26,225 | $16,659+57.4% | $12,696+106.6% | $13,390+95.8% |