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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 | $79,458 | $152,619-47.9% | $125,195-36.5% | $152,909-48.0% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.5%-9.1pp |
| Annual return | 19.23% | 54.85%-35.6pp | 43.79%-24.6pp | 345.46%-326.2pp |
| Employer contribution / active EE | $5,533 | $4,947+11.8% | $3,866+43.1% | $4,764+16.1% |
| Participant deferral / active EE | $4,478 | $5,869-23.7% | $4,937-9.3% | $5,851-23.5% |
| Admin fee / account holder | $8,621 | $13,437-35.8% | $9,704-11.2% | $11,601-25.7% |