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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 | $162,136-75.7% | $152,301-74.1% | $154,746-74.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 12.59% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $6,796 | $4,890+39.0% | $4,624+47.0% | $4,379+55.2% |
| Participant deferral / active EE | $8,836 | $8,341+5.9% | $8,004+10.4% | $6,730+31.3% |
| Admin fee / account holder | $385,333 | $15,759+2345.1% | $14,398+2576.3% | $14,365+2582.4% |