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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 | $154,228-74.4% | $145,433-72.9% | $137,256-71.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.59% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $6,796 | $4,804+41.5% | $4,554+49.2% | $4,156+63.5% |
| Participant deferral / active EE | $8,836 | $8,216+7.5% | $7,897+11.9% | $6,407+37.9% |
| Admin fee / account holder | $385,333 | $14,344+2586.5% | $13,129+2835.0% | $12,270+3040.4% |