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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 | $64,484 | $185,856-65.3% | $170,028-62.1% | $139,456-53.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 16.94% | 60.52%-43.6pp | 53.39%-36.5pp | 373.45%-356.5pp |
| Employer contribution / active EE | $3,066 | $7,593-59.6% | $6,788-54.8% | $4,753-35.5% |
| Participant deferral / active EE | $7,110 | $11,623-38.8% | $10,409-31.7% | $6,711+5.9% |
| Admin fee / account holder | $1,672 | $15,387-89.1% | $12,820-87.0% | $11,407-85.3% |