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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 | $83,501 | $232,540-64.1% | $185,117-54.9% | $147,586-43.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 21.41% | 43.03%-21.6pp | 40.50%-19.1pp | 578.59%-557.2pp |
| Employer contribution / active EE | $11,301 | $5,195+117.5% | $4,182+170.3% | $4,876+131.8% |
| Participant deferral / active EE | $4,590 | $5,834-21.3% | $5,045-9.0% | $5,439-15.6% |
| Admin fee / account holder | $859 | $10,275-91.6% | $8,159-89.5% | $10,886-92.1% |