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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 | $61,430 | $185,883-67.0% | $170,043-63.9% | $139,466-56.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 22.41% | 60.54%-38.1pp | 53.40%-31.0pp | 373.66%-351.3pp |
| Employer contribution / active EE | $8,327 | $7,596+9.6% | $6,790+22.6% | $4,754+75.2% |
| Participant deferral / active EE | $18,382 | $11,626+58.1% | $10,410+76.6% | $6,712+173.9% |
| Admin fee / account holder | $8,683 | $15,393-43.6% | $12,824-32.3% | $11,409-23.9% |