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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 | $64,643 | $107,363-39.8% | $92,909-30.4% | $152,897-57.7% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 25.22% | 145.63%-120.4pp | 109.44%-84.2pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,857 | $4,222-32.3% | $3,653-21.8% | $4,764-40.0% |
| Participant deferral / active EE | $7,486 | $4,848+54.4% | $4,238+76.6% | $5,851+27.9% |
| Admin fee / account holder | $915 | $7,082-87.1% | $5,795-84.2% | $11,599-92.1% |