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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 | $55,182 | $209,336-73.6% | $197,124-72.0% | $137,256-59.8% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 19.49% | 48.09%-28.6pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $16,173 | $6,591+145.4% | $6,227+159.7% | $4,156+289.1% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,215 | $17,308-17.9% | $16,298-12.8% | $12,270+15.9% |