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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 | $63,395 | $212,386-70.2% | $199,883-68.3% | $138,895-54.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 11.99% | 47.75%-35.8pp | 43.81%-31.8pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,781 | $6,625-42.9% | $6,261-39.6% | $4,194-9.8% |
| Participant deferral / active EE | $6,360 | $9,617-33.9% | $9,138-30.4% | $6,396-0.6% |
| Admin fee / account holder | $39,894 | $18,233+118.8% | $17,268+131.0% | $12,562+217.6% |