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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 | $83,654 | $176,402-52.6% | $134,162-37.6% | $158,982-47.4% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 18.23% | 63.66%-45.4pp | 36.35%-18.1pp | 302.99%-284.8pp |
| Employer contribution / active EE | $17,521 | $5,042+247.5% | $3,705+372.9% | $4,763+267.9% |
| Participant deferral / active EE | $11,606 | $4,093+183.6% | $3,500+231.6% | $5,983+94.0% |
| Admin fee / account holder | $3,075 | $8,719-64.7% | $6,685-54.0% | $11,252-72.7% |