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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 | $28,410 | $183,592-84.5% | $155,574-81.7% | $145,877-80.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.19% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,390 | $5,317-73.9% | $4,676-70.3% | $4,663-70.2% |
| Participant deferral / active EE | $9,749 | $6,466+50.8% | $5,629+73.2% | $6,691+45.7% |
| Admin fee / account holder | $3,834 | $19,316-80.1% | $15,914-75.9% | $13,402-71.4% |