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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 | $72,227 | $185,905-61.1% | $170,057-57.5% | $139,487-48.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 26.89% | 60.56%-33.7pp | 53.42%-26.5pp | 373.84%-347.0pp |
| Employer contribution / active EE | $9,625 | $7,597+26.7% | $6,790+41.7% | $4,755+102.4% |
| Participant deferral / active EE | $5,122 | $11,627-55.9% | $10,411-50.8% | $6,713-23.7% |
| Admin fee / account holder | $1,016 | $15,397-93.4% | $12,826-92.1% | $11,407-91.1% |