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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 | $58,541 | $157,276-62.8% | $141,177-58.5% | $152,885-61.7% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 28.31% | 64.33%-36.0pp | 71.40%-43.1pp | 345.39%-317.1pp |
| Employer contribution / active EE | $7,792 | $5,262+48.1% | $4,736+64.6% | $4,763+63.6% |
| Participant deferral / active EE | $8,667 | $7,110+21.9% | $6,710+29.2% | $5,851+48.1% |
| Admin fee / account holder | $3,568 | $12,123-70.6% | $10,263-65.2% | $11,598-69.2% |