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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 | $68,902 | $166,242-58.6% | $165,071-58.3% | $145,884-52.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.92% | 100.44%-87.5pp | 70.17%-57.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $11,447 | $5,283+116.7% | $4,347+163.3% | $4,662+145.5% |
| Participant deferral / active EE | $11,451 | $6,964+64.4% | $6,035+89.7% | $6,690+71.2% |
| Admin fee / account holder | $5,123 | $16,658-69.2% | $12,695-59.6% | $13,392-61.7% |