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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 | $25,421 | $183,592-86.2% | $155,574-83.7% | $145,877-82.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.28% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $11,521 | $5,317+116.7% | $4,676+146.4% | $4,663+147.1% |
| Participant deferral / active EE | $7,069 | $6,466+9.3% | $5,629+25.6% | $6,691+5.7% |
| Admin fee / account holder | $348 | $19,316-98.2% | $15,914-97.8% | $13,402-97.4% |