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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 | $32,566 | $209,422-84.4% | $178,503-81.8% | $158,982-79.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 19.05% | 188.81%-169.8pp | 151.12%-132.1pp | 302.99%-283.9pp |
| Employer contribution / active EE | $2,487 | $5,707-56.4% | $5,011-50.4% | $4,763-47.8% |
| Participant deferral / active EE | $6,456 | $5,955+8.4% | $5,202+24.1% | $5,983+7.9% |
| Admin fee / account holder | $1,355 | $17,079-92.1% | $13,987-90.3% | $11,252-88.0% |