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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 | $54,975 | $175,231-68.6% | $149,696-63.3% | $139,466-60.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 14.53% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $2,625 | $5,478-52.1% | $4,821-45.5% | $4,754-44.8% |
| Participant deferral / active EE | $4,139 | $6,521-36.5% | $5,682-27.2% | $6,712-38.3% |
| Admin fee / account holder | $27,787 | $16,155+72.0% | $13,212+110.3% | $11,409+143.6% |