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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 | $97,944 | $165,381-40.8% | $149,730-34.6% | $158,966-38.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.28% | 348.29%-333.0pp | 276.70%-261.4pp | 302.95%-287.7pp |
| Employer contribution / active EE | $12,777 | $5,104+150.3% | $4,645+175.0% | $4,762+168.3% |
| Participant deferral / active EE | $7,735 | $7,182+7.7% | $6,843+13.0% | $5,983+29.3% |
| Admin fee / account holder | $2,229 | $10,809-79.4% | $9,310-76.1% | $11,250-80.2% |