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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 | $65,893 | $107,941-39.0% | $91,994-28.4% | $152,897-56.9% |
| Participation rate | 76.5% | 81.2%-4.7pp | 78.6%-2.2pp | 82.5%-6.0pp |
| Annual return | 25.14% | 89.28%-64.1pp | 69.04%-43.9pp | 345.43%-320.3pp |
| Employer contribution / active EE | $10,105 | $4,212+139.9% | $3,453+192.7% | $4,764+112.1% |
| Participant deferral / active EE | $6,472 | $6,366+1.7% | $5,924+9.2% | $5,851+10.6% |
| Admin fee / account holder | $536 | $10,521-94.9% | $7,744-93.1% | $11,599-95.4% |