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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 | $53,660 | $89,370-40.0% | $141,197-62.0% | $72,976-26.5% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 20.43% | 111.88%-91.4pp | 71.41%-51.0pp | 81.02%-60.6pp |
| Employer contribution / active EE | $2,991 | $3,115-4.0% | $4,736-36.8% | $2,440+22.6% |
| Participant deferral / active EE | $7,101 | $5,419+31.0% | $6,710+5.8% | $3,608+96.8% |
| Admin fee / account holder | $15,195 | $5,957+155.1% | $10,265+48.0% | $5,124+196.5% |