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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 | $33,238 | $165,399-79.9% | $149,745-77.8% | $158,982-79.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 16.07% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $1,730 | $5,105-66.1% | $4,646-62.8% | $4,763-63.7% |
| Participant deferral / active EE | $4,369 | $7,183-39.2% | $6,843-36.1% | $5,983-27.0% |
| Admin fee / account holder | $513 | $10,811-95.3% | $9,312-94.5% | $11,252-95.4% |