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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 | $29,126 | $107,368-72.9% | $92,915-68.7% | $152,909-81.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 20.59% | 145.64%-125.1pp | 109.45%-88.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $7,240 | $4,222+71.5% | $3,653+98.2% | $4,764+52.0% |
| Participant deferral / active EE | $6,701 | $4,848+38.2% | $4,238+58.1% | $5,851+14.5% |
| Admin fee / account holder | $19,370 | $7,082+173.5% | $5,796+234.2% | $11,601+67.0% |