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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 | $64,719 | $160,040-59.6% | $147,096-56.0% | $145,877-55.6% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 18.74% | 98.49%-79.8pp | 419.75%-401.0pp | 551.28%-532.5pp |
| Employer contribution / active EE | $2,689 | $5,289-49.2% | $4,936-45.5% | $4,663-42.3% |
| Participant deferral / active EE | $6,060 | $8,429-28.1% | $8,071-24.9% | $6,691-9.4% |
| Admin fee / account holder | $27,372 | $15,050+81.9% | $13,005+110.5% | $13,402+104.2% |