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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 | $61,957 | $169,336-63.4% | $129,384-52.1% | $145,884-57.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 19.09% | 14408.70%-14389.6pp | 9461.77%-9442.7pp | 551.85%-532.8pp |
| Employer contribution / active EE | $4,545 | $5,540-18.0% | $4,153+9.4% | $4,662-2.5% |
| Participant deferral / active EE | $12,212 | $4,985+145.0% | $4,166+193.2% | $6,690+82.6% |
| Admin fee / account holder | $5,778 | $9,912-41.7% | $7,686-24.8% | $13,392-56.9% |