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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 | $27,272 | $183,516-85.1% | $155,534-82.5% | $145,884-81.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.44% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,011 | $5,315-43.3% | $4,675-35.6% | $4,662-35.4% |
| Participant deferral / active EE | $7,036 | $6,467+8.8% | $5,630+25.0% | $6,690+5.2% |
| Admin fee / account holder | $7,220 | $19,293-62.6% | $15,900-54.6% | $13,392-46.1% |