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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 | $51,590 | $107,941-52.2% | $91,994-43.9% | $152,909-66.3% |
| Participation rate | 78.6% | 81.2%-2.6pp | 78.6%-0.1pp | 82.5%-3.9pp |
| Annual return | 19.63% | 89.28%-69.7pp | 69.04%-49.4pp | 345.46%-325.8pp |
| Employer contribution / active EE | $4,538 | $4,212+7.8% | $3,453+31.4% | $4,764-4.7% |
| Participant deferral / active EE | $4,796 | $6,366-24.7% | $5,924-19.0% | $5,851-18.0% |
| Admin fee / account holder | $18,665 | $10,521+77.4% | $7,744+141.0% | $11,601+60.9% |