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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 | $64,295 | $157,304-59.1% | $141,197-54.5% | $152,909-58.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 27.11% | 64.34%-37.2pp | 71.41%-44.3pp | 345.46%-318.4pp |
| Employer contribution / active EE | $16,049 | $5,263+205.0% | $4,736+238.9% | $4,764+236.9% |
| Participant deferral / active EE | $6,800 | $7,111-4.4% | $6,710+1.3% | $5,851+16.2% |
| Admin fee / account holder | $1,642 | $12,126-86.5% | $10,265-84.0% | $11,601-85.8% |