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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 | $104,372 | $185,856-43.8% | $170,028-38.6% | $139,456-25.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 12.74% | 60.52%-47.8pp | 53.39%-40.6pp | 373.45%-360.7pp |
| Employer contribution / active EE | $7,250 | $7,593-4.5% | $6,788+6.8% | $4,753+52.5% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,782 | $15,387-75.4% | $12,820-70.5% | $11,407-66.8% |