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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 | $113,916 | $157,304-27.6% | $141,197-19.3% | $152,909-25.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.22% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $3,816 | $5,263-27.5% | $4,736-19.4% | $4,764-19.9% |
| Participant deferral / active EE | $7,541 | $7,111+6.0% | $6,710+12.4% | $5,851+28.9% |
| Admin fee / account holder | $30,174 | $12,126+148.8% | $10,265+194.0% | $11,601+160.1% |