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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 | $81,019 | $232,540-65.2% | $185,117-56.2% | $147,585-45.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 19.77% | 43.03%-23.3pp | 40.50%-20.7pp | 578.57%-558.8pp |
| Employer contribution / active EE | $3,090 | $5,195-40.5% | $4,182-26.1% | $4,876-36.6% |
| Participant deferral / active EE | $6,134 | $5,834+5.1% | $5,045+21.6% | $5,439+12.8% |
| Admin fee / account holder | $4,491 | $10,275-56.3% | $8,159-45.0% | $10,885-58.7% |