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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 | $37,963 | $157,276-75.9% | $141,177-73.1% | $152,885-75.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 15.49% | 64.33%-48.8pp | 71.40%-55.9pp | 345.39%-329.9pp |
| Employer contribution / active EE | $6,152 | $5,262+16.9% | $4,736+29.9% | $4,763+29.2% |
| Participant deferral / active EE | $13,511 | $7,110+90.0% | $6,710+101.4% | $5,851+130.9% |
| Admin fee / account holder | $121,754 | $12,123+904.3% | $10,263+1086.3% | $11,598+949.8% |