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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 | $41,988 | $108,911-61.4% | $100,392-58.2% | $145,884-71.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 26.45% | 58.23%-31.8pp | 49.45%-23.0pp | 551.85%-525.4pp |
| Employer contribution / active EE | $6,038 | $4,420+36.6% | $3,941+53.2% | $4,662+29.5% |
| Participant deferral / active EE | $11,098 | $8,459+31.2% | $8,090+37.2% | $6,690+65.9% |
| Admin fee / account holder | $7,163 | $9,698-26.1% | $7,904-9.4% | $13,392-46.5% |