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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 | $75,253 | $160,040-53.0% | $147,096-48.8% | $145,877-48.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.30% | 98.49%-81.2pp | 419.75%-402.4pp | 551.28%-534.0pp |
| Employer contribution / active EE | $2,021 | $5,289-61.8% | $4,936-59.0% | $4,663-56.7% |
| Participant deferral / active EE | $6,945 | $8,429-17.6% | $8,071-14.0% | $6,691+3.8% |
| Admin fee / account holder | $3,229 | $15,050-78.5% | $13,005-75.2% | $13,402-75.9% |