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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 | $47,162 | $162,136-70.9% | $152,301-69.0% | $154,746-69.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 24.85% | 91.02%-66.2pp | 80.50%-55.6pp | 172.34%-147.5pp |
| Employer contribution / active EE | $8,434 | $4,890+72.5% | $4,624+82.4% | $4,379+92.6% |
| Participant deferral / active EE | $12,442 | $8,341+49.2% | $8,004+55.4% | $6,730+84.9% |
| Admin fee / account holder | $69,494 | $15,759+341.0% | $14,398+382.7% | $14,365+383.8% |