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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 | $40,751 | $157,304-74.1% | $141,197-71.1% | $152,909-73.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.53% | 64.34%-39.8pp | 71.41%-46.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $8,973 | $5,263+70.5% | $4,736+89.5% | $4,764+88.3% |
| Participant deferral / active EE | $6,465 | $7,111-9.1% | $6,710-3.7% | $5,851+10.5% |
| Admin fee / account holder | $1,014 | $12,126-91.6% | $10,265-90.1% | $11,601-91.3% |