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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 | $69,834 | $117,829-40.7% | $102,423-31.8% | $145,877-52.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.61% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,434 | $3,615-5.0% | $3,023+13.6% | $4,663-26.4% |
| Participant deferral / active EE | $11,114 | $5,732+93.9% | $5,054+119.9% | $6,691+66.1% |
| Admin fee / account holder | $33,008 | $13,335+147.5% | $9,455+249.1% | $13,402+146.3% |