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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 | $84,625 | $157,296-46.2% | $141,191-40.1% | $152,897-44.7% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.3pp | 82.5%-10.2pp |
| Annual return | 18.83% | 64.34%-45.5pp | 71.41%-52.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $2,425 | $5,262-53.9% | $4,736-48.8% | $4,764-49.1% |
| Participant deferral / active EE | $11,434 | $7,111+60.8% | $6,710+70.4% | $5,851+95.4% |
| Admin fee / account holder | $23,756 | $12,125+95.9% | $10,264+131.4% | $11,599+104.8% |