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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 | $23,975 | $165,361-85.5% | $149,715-84.0% | $158,950-84.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 35.23% | 348.24%-313.0pp | 276.66%-241.4pp | 302.91%-267.7pp |
| Employer contribution / active EE | $2,454 | $5,103-51.9% | $4,645-47.2% | $4,762-48.5% |
| Participant deferral / active EE | $7,455 | $7,182+3.8% | $6,842+9.0% | $5,983+24.6% |
| Admin fee / account holder | $669 | $10,808-93.8% | $9,310-92.8% | $11,248-94.1% |