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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 | $81,970 | $197,637-58.5% | $177,848-53.9% | $158,982-48.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 15.13% | 58.77%-43.6pp | 48.33%-33.2pp | 302.99%-287.9pp |
| Employer contribution / active EE | $3,082 | $6,698-54.0% | $5,919-47.9% | $4,763-35.3% |
| Participant deferral / active EE | $7,559 | $8,405-10.1% | $7,714-2.0% | $5,983+26.3% |
| Admin fee / account holder | $25,081 | $15,406+62.8% | $12,431+101.8% | $11,252+122.9% |