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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 | $92,897 | $166,242-44.1% | $165,071-43.7% | $145,884-36.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 19.52% | 100.44%-80.9pp | 70.17%-50.7pp | 551.85%-532.3pp |
| Employer contribution / active EE | $6,564 | $5,283+24.2% | $4,347+51.0% | $4,662+40.8% |
| Participant deferral / active EE | $15,162 | $6,964+117.7% | $6,035+151.2% | $6,690+126.6% |
| Admin fee / account holder | $50,169 | $16,658+201.2% | $12,695+295.2% | $13,392+274.6% |