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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 | $34,971 | $183,539-80.9% | $155,556-77.5% | $145,897-76.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 18.00% | 61.31%-43.3pp | 64.84%-46.8pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,603 | $5,315-69.8% | $4,675-65.7% | $4,663-65.6% |
| Participant deferral / active EE | $7,077 | $6,467+9.4% | $5,631+25.7% | $6,689+5.8% |
| Admin fee / account holder | $388 | $19,275-98.0% | $15,885-97.6% | $13,390-97.1% |