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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 | $68,503 | $152,612-55.1% | $125,192-45.3% | $152,897-55.2% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 25.54% | 54.85%-29.3pp | 43.79%-18.3pp | 345.43%-319.9pp |
| Employer contribution / active EE | $2,015 | $4,947-59.3% | $3,866-47.9% | $4,764-57.7% |
| Participant deferral / active EE | $12,696 | $5,868+116.3% | $4,937+157.1% | $5,851+117.0% |
| Admin fee / account holder | $5,627 | $13,437-58.1% | $9,704-42.0% | $11,599-51.5% |