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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 | $79,203 | $107,368-26.2% | $92,915-14.8% | $152,909-48.2% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.5%-8.8pp |
| Annual return | 23.41% | 145.64%-122.2pp | 109.45%-86.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $11,346 | $4,222+168.7% | $3,653+210.6% | $4,764+138.2% |
| Participant deferral / active EE | $8,371 | $4,848+72.7% | $4,238+97.5% | $5,851+43.1% |
| Admin fee / account holder | $3,833 | $7,082-45.9% | $5,796-33.9% | $11,601-67.0% |