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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 | $35,075 | $201,344-82.6% | $184,243-81.0% | $145,877-76.0% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 10.86% | 29.01%-18.1pp | 28.82%-18.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $5,235 | $7,022-25.5% | $6,427-18.5% | $4,663+12.3% |
| Participant deferral / active EE | $9,255 | $9,807-5.6% | $9,132+1.3% | $6,691+38.3% |
| Admin fee / account holder | $5,297 | $16,382-67.7% | $13,914-61.9% | $13,402-60.5% |