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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 | $85,648 | $232,540-63.2% | $185,117-53.7% | $147,586-42.0% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 22.88% | 43.03%-20.2pp | 40.50%-17.6pp | 578.59%-555.7pp |
| Employer contribution / active EE | $2,613 | $5,195-49.7% | $4,182-37.5% | $4,876-46.4% |
| Participant deferral / active EE | $10,597 | $5,834+81.7% | $5,045+110.1% | $5,439+94.8% |
| Admin fee / account holder | $3,077 | $10,275-70.1% | $8,159-62.3% | $10,886-71.7% |