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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 | $105,718 | $232,540-54.5% | $185,117-42.9% | $147,585-28.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 19.13% | 43.03%-23.9pp | 40.50%-21.4pp | 578.58%-559.5pp |
| Employer contribution / active EE | $2,146 | $5,195-58.7% | $4,182-48.7% | $4,876-56.0% |
| Participant deferral / active EE | $13,243 | $5,834+127.0% | $5,045+162.5% | $5,439+143.5% |
| Admin fee / account holder | $16,407 | $10,275+59.7% | $8,159+101.1% | $10,886+50.7% |