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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 | $78,642 | $148,623-47.1% | $135,974-42.2% | $139,466-43.6% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 15.65% | 79.30%-63.6pp | 68.30%-52.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $2,501 | $5,246-52.3% | $4,859-48.5% | $4,754-47.4% |
| Participant deferral / active EE | $3,016 | $8,103-62.8% | $7,760-61.1% | $6,712-55.1% |
| Admin fee / account holder | $40,633 | $12,406+227.5% | $10,767+277.4% | $11,409+256.2% |