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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 | $61,500 | $107,363-42.7% | $92,909-33.8% | $152,897-59.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 27.25% | 145.63%-118.4pp | 109.44%-82.2pp | 345.43%-318.2pp |
| Employer contribution / active EE | $1,115 | $4,222-73.6% | $3,653-69.5% | $4,764-76.6% |
| Participant deferral / active EE | $2,433 | $4,848-49.8% | $4,238-42.6% | $5,851-58.4% |
| Admin fee / account holder | $8,346 | $7,082+17.9% | $5,795+44.0% | $11,599-28.1% |