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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 | $42,197 | $197,625-78.6% | $177,840-76.3% | $158,966-73.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 73.74% | 58.76%+15.0pp | 48.32%+25.4pp | 302.95%-229.2pp |
| Employer contribution / active EE | $6,907 | $6,698+3.1% | $5,919+16.7% | $4,762+45.0% |
| Participant deferral / active EE | $10,069 | $8,405+19.8% | $7,714+30.5% | $5,983+68.3% |
| Admin fee / account holder | $1,800 | $15,405-88.3% | $12,431-85.5% | $11,250-84.0% |