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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 | $70,017 | $152,612-54.1% | $125,192-44.1% | $152,897-54.2% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 19.16% | 54.85%-35.7pp | 43.79%-24.6pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,459 | $4,947-70.5% | $3,866-62.3% | $4,764-69.4% |
| Participant deferral / active EE | $7,356 | $5,868+25.4% | $4,937+49.0% | $5,851+25.7% |
| Admin fee / account holder | $15,520 | $13,437+15.5% | $9,704+59.9% | $11,599+33.8% |