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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 | $56,208 | $157,296-64.3% | $141,191-60.2% | $152,897-63.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 20.51% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $3,121 | $5,262-40.7% | $4,736-34.1% | $4,764-34.5% |
| Participant deferral / active EE | $10,877 | $7,111+53.0% | $6,710+62.1% | $5,851+85.9% |
| Admin fee / account holder | $24,326 | $12,125+100.6% | $10,264+137.0% | $11,599+109.7% |