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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 | $67,653 | $227,399-70.2% | $189,758-64.3% | $198,609-65.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 29.46% | 61.03%-31.6pp | 52.62%-23.2pp | 202.70%-173.2pp |
| Employer contribution / active EE | $3,033 | $5,526-45.1% | $4,767-36.4% | $5,055-40.0% |
| Participant deferral / active EE | $6,388 | $6,837-6.6% | $5,856+9.1% | $6,977-8.4% |
| Admin fee / account holder | $1,124 | $25,162-95.5% | $20,388-94.5% | $19,030-94.1% |