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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 | $39,470 | $196,972-80.0% | $182,262-78.3% | $198,609-80.1% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 12.59% | 158.27%-145.7pp | 140.60%-128.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $6,796 | $5,364+26.7% | $5,046+34.7% | $5,055+34.4% |
| Participant deferral / active EE | $8,836 | $8,643+2.2% | $8,276+6.8% | $6,977+26.7% |
| Admin fee / account holder | $385,333 | $18,429+1991.0% | $16,712+2205.7% | $19,030+1924.8% |