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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 | $95,810 | $157,276-39.1% | $141,177-32.1% | $152,885-37.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.97% | 64.33%-39.4pp | 71.40%-46.4pp | 345.39%-320.4pp |
| Employer contribution / active EE | $7,234 | $5,262+37.5% | $4,736+52.8% | $4,763+51.9% |
| Participant deferral / active EE | $14,055 | $7,110+97.7% | $6,710+109.5% | $5,851+140.2% |
| Admin fee / account holder | $6,328 | $12,123-47.8% | $10,263-38.3% | $11,598-45.4% |