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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 | $23,783 | $148,582-84.0% | $135,942-82.5% | $139,456-82.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.91% | 79.26%-65.3pp | 68.28%-54.4pp | 373.45%-359.5pp |
| Employer contribution / active EE | $5,963 | $5,245+13.7% | $4,858+22.8% | $4,753+25.5% |
| Participant deferral / active EE | $6,032 | $8,101-25.5% | $7,759-22.3% | $6,711-10.1% |
| Admin fee / account holder | $17,624 | $12,402+42.1% | $10,764+63.7% | $11,407+54.5% |