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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 | $41,422 | $117,829-64.8% | $102,423-59.6% | $145,877-71.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 20.17% | 31.83%-11.7pp | 29.42%-9.3pp | 551.28%-531.1pp |
| Employer contribution / active EE | $6,597 | $3,615+82.5% | $3,023+118.2% | $4,663+41.5% |
| Participant deferral / active EE | $10,683 | $5,732+86.4% | $5,054+111.4% | $6,691+59.7% |
| Admin fee / account holder | $21,033 | $13,335+57.7% | $9,455+122.5% | $13,402+56.9% |