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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 | $73,125 | $157,276-53.5% | $141,177-48.2% | $152,885-52.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 18.44% | 64.33%-45.9pp | 71.40%-53.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $1,641 | $5,262-68.8% | $4,736-65.4% | $4,763-65.6% |
| Participant deferral / active EE | $6,323 | $7,110-11.1% | $6,710-5.8% | $5,851+8.1% |
| Admin fee / account holder | $1,868 | $12,123-84.6% | $10,263-81.8% | $11,598-83.9% |