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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 | $38,795 | $108,942-64.4% | $100,415-61.4% | $145,897-73.4% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 11.07% | 58.27%-47.2pp | 49.47%-38.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $4,832 | $4,422+9.3% | $3,943+22.6% | $4,663+3.6% |
| Participant deferral / active EE | $7,710 | $8,461-8.9% | $8,091-4.7% | $6,689+15.3% |
| Admin fee / account holder | $12,534 | $9,702+29.2% | $7,906+58.5% | $13,390-6.4% |