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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 | $73,024 | $157,304-53.6% | $141,197-48.3% | $152,909-52.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.16% | 64.34%-40.2pp | 71.41%-47.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $1,257 | $5,263-76.1% | $4,736-73.5% | $4,764-73.6% |
| Participant deferral / active EE | $15,876 | $7,111+123.3% | $6,710+136.6% | $5,851+171.3% |
| Admin fee / account holder | $13,621 | $12,126+12.3% | $10,265+32.7% | $11,601+17.4% |