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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 | $75,425 | $157,304-52.1% | $141,197-46.6% | $152,909-50.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 27.11% | 64.34%-37.2pp | 71.41%-44.3pp | 345.46%-318.4pp |
| Employer contribution / active EE | $3,881 | $5,263-26.2% | $4,736-18.1% | $4,764-18.5% |
| Participant deferral / active EE | $7,211 | $7,111+1.4% | $6,710+7.5% | $5,851+23.2% |
| Admin fee / account holder | $1,515 | $12,126-87.5% | $10,265-85.2% | $11,601-86.9% |