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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 | $41,375 | $185,856-77.7% | $170,028-75.7% | $139,456-70.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 20.71% | 60.52%-39.8pp | 53.39%-32.7pp | 373.45%-352.7pp |
| Employer contribution / active EE | $1,464 | $7,593-80.7% | $6,788-78.4% | $4,753-69.2% |
| Participant deferral / active EE | $8,738 | $11,623-24.8% | $10,409-16.1% | $6,711+30.2% |
| Admin fee / account holder | $811 | $15,387-94.7% | $12,820-93.7% | $11,407-92.9% |