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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 | $108,922-64.4% | $100,398-61.4% | $145,978-73.4% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 11.07% | 58.04%-47.0pp | 49.32%-38.2pp | 550.52%-539.4pp |
| Employer contribution / active EE | $4,832 | $4,426+9.2% | $3,946+22.5% | $4,662+3.7% |
| Participant deferral / active EE | $7,710 | $8,450-8.8% | $8,084-4.6% | $6,690+15.3% |
| Admin fee / account holder | $12,534 | $9,680+29.5% | $7,893+58.8% | $13,400-6.5% |