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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 | $62,992 | $108,911-42.2% | $100,392-37.3% | $145,884-56.8% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 18.49% | 58.23%-39.7pp | 49.45%-31.0pp | 551.85%-533.4pp |
| Employer contribution / active EE | $3,046 | $4,420-31.1% | $3,941-22.7% | $4,662-34.7% |
| Participant deferral / active EE | $19,817 | $8,459+134.3% | $8,090+145.0% | $6,690+196.2% |
| Admin fee / account holder | $14,052 | $9,698+44.9% | $7,904+77.8% | $13,392+4.9% |