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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 | $56,690 | $117,846-51.9% | $102,434-44.7% | $145,884-61.1% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 18.65% | 31.90%-13.2pp | 29.46%-10.8pp | 551.85%-533.2pp |
| Employer contribution / active EE | $6,649 | $3,615+83.9% | $3,023+119.9% | $4,662+42.6% |
| Participant deferral / active EE | $7,438 | $5,733+29.7% | $5,055+47.2% | $6,690+11.2% |
| Admin fee / account holder | $848 | $13,356-93.7% | $9,462-91.0% | $13,392-93.7% |