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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 | $65,579 | $88,754-26.1% | $81,820-19.9% | $145,877-55.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.28% | 1031.77%-1016.5pp | 777.93%-762.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $6,308 | $3,085+104.4% | $2,915+116.4% | $4,663+35.3% |
| Participant deferral / active EE | $5,750 | $4,648+23.7% | $4,323+33.0% | $6,691-14.1% |
| Admin fee / account holder | $5,713 | $8,424-32.2% | $7,391-22.7% | $13,402-57.4% |