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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 | $29,150 | $148,582-80.4% | $135,942-78.6% | $139,456-79.1% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 15.07% | 79.26%-64.2pp | 68.28%-53.2pp | 373.45%-358.4pp |
| Employer contribution / active EE | $2,125 | $5,245-59.5% | $4,858-56.2% | $4,753-55.3% |
| Participant deferral / active EE | $3,381 | $8,101-58.3% | $7,759-56.4% | $6,711-49.6% |
| Admin fee / account holder | $320 | $12,402-97.4% | $10,764-97.0% | $11,407-97.2% |