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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 | $109,845 | $183,539-40.2% | $155,556-29.4% | $145,897-24.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.67% | 61.31%-42.6pp | 64.84%-46.2pp | 552.29%-533.6pp |
| Employer contribution / active EE | $8,283 | $5,315+55.8% | $4,675+77.2% | $4,663+77.6% |
| Participant deferral / active EE | $12,571 | $6,467+94.4% | $5,631+123.3% | $6,689+87.9% |
| Admin fee / account holder | $44,878 | $19,275+132.8% | $15,885+182.5% | $13,390+235.1% |