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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 | $85,549 | $227,291-62.4% | $214,702-60.2% | $155,188-44.9% |
| Participation rate | 78.6% | 88.0%-9.4pp | 87.5%-8.9pp | 80.8%-2.2pp |
| Annual return | 13.44% | 60.08%-46.6pp | 54.55%-41.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $4,669 | $6,772-31.1% | $6,461-27.7% | $4,248+9.9% |
| Participant deferral / active EE | $5,982 | $9,582-37.6% | $9,147-34.6% | $6,531-8.4% |
| Admin fee / account holder | $3,771 | $20,413-81.5% | $19,830-81.0% | $14,480-74.0% |