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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 | $56,917 | $72,426-21.4% | $67,560-15.8% | $145,897-61.0% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 14.05% | 7226.78%-7212.7pp | 3533.50%-3519.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,156 | $3,074+67.7% | $2,737+88.4% | $4,663+10.6% |
| Participant deferral / active EE | $6,872 | $4,785+43.6% | $4,004+71.6% | $6,689+2.7% |
| Admin fee / account holder | $21,154 | $5,514+283.6% | $3,994+429.6% | $13,390+58.0% |