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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 | $15,733 | $108,897-85.6% | $100,378-84.3% | $145,877-89.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 13.10% | 58.17%-45.1pp | 49.41%-36.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,854 | $4,420-35.4% | $3,942-27.6% | $4,663-38.8% |
| Participant deferral / active EE | $5,326 | $8,455-37.0% | $8,087-34.1% | $6,691-20.4% |
| Admin fee / account holder | $4,854 | $9,690-49.9% | $7,899-38.6% | $13,402-63.8% |