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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 | $23,147 | $157,276-85.3% | $141,177-83.6% | $152,885-84.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 41.47% | 64.33%-22.9pp | 71.40%-29.9pp | 345.39%-303.9pp |
| Employer contribution / active EE | $2,299 | $5,262-56.3% | $4,736-51.4% | $4,763-51.7% |
| Participant deferral / active EE | $7,030 | $7,110-1.1% | $6,710+4.8% | $5,851+20.2% |
| Admin fee / account holder | $310 | $12,123-97.4% | $10,263-97.0% | $11,598-97.3% |