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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 | $54,023 | $90,486-40.3% | $78,676-31.3% | $273,972-80.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 163.00% | 75.62%+87.4pp | 62.19%+100.8pp | 41.46%+121.5pp |
| Employer contribution / active EE | $18,520 | $3,175+483.3% | $2,850+549.8% | $4,869+280.4% |
| Participant deferral / active EE | $5,318 | $3,901+36.3% | $3,517+51.2% | $5,287+0.6% |
| Admin fee / account holder | $3,098 | $5,263-41.1% | $4,510-31.3% | $10,133-69.4% |