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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 | $183,592-58.7% | $155,574-51.2% | $145,877-48.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.85% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,267 | $5,317-57.4% | $4,676-51.5% | $4,663-51.4% |
| Participant deferral / active EE | $5,463 | $6,466-15.5% | $5,629-3.0% | $6,691-18.3% |
| Admin fee / account holder | $31,395 | $19,316+62.5% | $15,914+97.3% | $13,402+134.3% |