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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 | $183,539-83.5% | $155,556-80.6% | $145,897-79.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.26% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $8,581 | $5,315+61.4% | $4,675+83.5% | $4,663+84.0% |
| Participant deferral / active EE | $4,607 | $6,467-28.8% | $5,631-18.2% | $6,689-31.1% |
| Admin fee / account holder | $376 | $19,275-98.0% | $15,885-97.6% | $13,390-97.2% |