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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 | $75,110 | $152,619-50.8% | $125,195-40.0% | $152,909-50.9% |
| Participation rate | 76.2% | 83.3%-7.2pp | 79.8%-3.6pp | 82.5%-6.3pp |
| Annual return | 27.69% | 54.85%-27.2pp | 43.79%-16.1pp | 345.46%-317.8pp |
| Employer contribution / active EE | $2,775 | $4,947-43.9% | $3,866-28.2% | $4,764-41.8% |
| Participant deferral / active EE | $5,721 | $5,869-2.5% | $4,937+15.9% | $5,851-2.2% |
| Admin fee / account holder | $1,853 | $13,437-86.2% | $9,704-80.9% | $11,601-84.0% |