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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 | $65,436 | $108,911-39.9% | $100,392-34.8% | $145,884-55.1% |
| Participation rate | 72.2% | 83.0%-10.7pp | 81.5%-9.3pp | 80.3%-8.1pp |
| Annual return | 10.99% | 58.23%-47.2pp | 49.45%-38.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,248 | $4,420-49.1% | $3,941-43.0% | $4,662-51.8% |
| Participant deferral / active EE | $3,366 | $8,459-60.2% | $8,090-58.4% | $6,690-49.7% |
| Admin fee / account holder | $10,527 | $9,698+8.5% | $7,904+33.2% | $13,392-21.4% |