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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 | $79,564 | $117,859-32.5% | $102,438-22.3% | $145,959-45.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 21.54% | 31.72%-10.2pp | 29.37%-7.8pp | 561.95%-540.4pp |
| Employer contribution / active EE | $5,476 | $3,615+51.5% | $3,024+81.1% | $4,661+17.5% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,663 | $13,318-12.4% | $9,448+23.4% | $13,398-13.0% |