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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 | $95,966 | $175,259-45.2% | $149,723-35.9% | $139,487-31.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.77% | 166.82%-152.1pp | 134.50%-119.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $2,827 | $5,478-48.4% | $4,821-41.4% | $4,755-40.5% |
| Participant deferral / active EE | $7,044 | $6,522+8.0% | $5,682+24.0% | $6,713+4.9% |
| Admin fee / account holder | $24,786 | $16,158+53.4% | $13,215+87.6% | $11,407+117.3% |