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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 | $65,560 | $157,276-58.3% | $141,177-53.6% | $152,885-57.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 24.51% | 64.33%-39.8pp | 71.40%-46.9pp | 345.39%-320.9pp |
| Employer contribution / active EE | $2,745 | $5,262-47.8% | $4,736-42.0% | $4,763-42.4% |
| Participant deferral / active EE | $6,858 | $7,110-3.6% | $6,710+2.2% | $5,851+17.2% |
| Admin fee / account holder | $1,214 | $12,123-90.0% | $10,263-88.2% | $11,598-89.5% |