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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 | $27,063 | $148,582-81.8% | $135,942-80.1% | $139,456-80.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.05% | 79.26%-66.2pp | 68.28%-55.2pp | 373.45%-360.4pp |
| Employer contribution / active EE | $5,534 | $5,245+5.5% | $4,858+13.9% | $4,753+16.4% |
| Participant deferral / active EE | $8,990 | $8,101+11.0% | $7,759+15.9% | $6,711+34.0% |
| Admin fee / account holder | $8,818 | $12,402-28.9% | $10,764-18.1% | $11,407-22.7% |