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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 | $59,601 | $227,399-73.8% | $189,758-68.6% | $198,609-70.0% |
| Participation rate | 82.4% | 84.0%-1.6pp | 79.8%+2.6pp | 82.4%0pp |
| Annual return | 39.05% | 61.03%-22.0pp | 52.62%-13.6pp | 202.70%-163.6pp |
| Employer contribution / active EE | $2,635 | $5,526-52.3% | $4,767-44.7% | $5,055-47.9% |
| Participant deferral / active EE | $4,509 | $6,837-34.1% | $5,856-23.0% | $6,977-35.4% |
| Admin fee / account holder | $10,464 | $25,162-58.4% | $20,388-48.7% | $19,030-45.0% |