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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 | $75,889 | $183,516-58.6% | $155,534-51.2% | $145,884-48.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.85% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $2,267 | $5,315-57.3% | $4,675-51.5% | $4,662-51.4% |
| Participant deferral / active EE | $5,463 | $6,467-15.5% | $5,630-3.0% | $6,690-18.3% |
| Admin fee / account holder | $31,395 | $19,293+62.7% | $15,900+97.5% | $13,392+134.4% |