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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 | $75,964 | $108,897-30.2% | $100,378-24.3% | $145,877-47.9% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.19% | 58.17%-46.0pp | 49.41%-37.2pp | 551.28%-539.1pp |
| Employer contribution / active EE | $4,540 | $4,420+2.7% | $3,942+15.2% | $4,663-2.6% |
| Participant deferral / active EE | $11,338 | $8,455+34.1% | $8,087+40.2% | $6,691+69.5% |
| Admin fee / account holder | $41,816 | $9,690+331.5% | $7,899+429.4% | $13,402+212.0% |