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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 | $17,026 | $148,629-88.5% | $135,982-87.5% | $139,487-87.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 33.84% | 79.33%-45.5pp | 68.32%-34.5pp | 373.84%-340.0pp |
| Employer contribution / active EE | $2,536 | $5,247-51.7% | $4,859-47.8% | $4,755-46.7% |
| Participant deferral / active EE | $4,344 | $8,102-46.4% | $7,760-44.0% | $6,713-35.3% |
| Admin fee / account holder | $369 | $12,406-97.0% | $10,767-96.6% | $11,407-96.8% |