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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 | $76,049 | $165,399-54.0% | $149,745-49.2% | $158,982-52.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 10.06% | 348.34%-338.3pp | 276.72%-266.7pp | 302.99%-292.9pp |
| Employer contribution / active EE | $15,883 | $5,105+211.1% | $4,646+241.9% | $4,763+233.5% |
| Participant deferral / active EE | $7,691 | $7,183+7.1% | $6,843+12.4% | $5,983+28.5% |
| Admin fee / account holder | $22,597 | $10,811+109.0% | $9,312+142.7% | $11,252+100.8% |