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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 | $116,587 | $148,623-21.6% | $135,974-14.3% | $139,466-16.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 68.52% | 79.30%-10.8pp | 68.30%+0.2pp | 373.66%-305.1pp |
| Employer contribution / active EE | $18,649 | $5,246+255.5% | $4,859+283.8% | $4,754+292.3% |
| Participant deferral / active EE | $6,394 | $8,103-21.1% | $7,760-17.6% | $6,712-4.7% |
| Admin fee / account holder | $663 | $12,406-94.7% | $10,767-93.8% | $11,409-94.2% |