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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 | $30,205 | $183,592-83.5% | $155,567-80.6% | $145,959-79.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.26% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $8,581 | $5,315+61.5% | $4,674+83.6% | $4,661+84.1% |
| Participant deferral / active EE | $4,607 | $6,464-28.7% | $5,628-18.1% | $6,689-31.1% |
| Admin fee / account holder | $376 | $19,318-98.1% | $15,916-97.6% | $13,398-97.2% |