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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 | $72,803 | $185,883-60.8% | $170,043-57.2% | $139,466-47.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 14.82% | 60.54%-45.7pp | 53.40%-38.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,867 | $7,596-62.3% | $6,790-57.8% | $4,754-39.7% |
| Participant deferral / active EE | $7,759 | $11,626-33.3% | $10,410-25.5% | $6,712+15.6% |
| Admin fee / account holder | $456 | $15,393-97.0% | $12,824-96.4% | $11,409-96.0% |