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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 | $32,737 | $168,635-80.6% | $147,617-77.8% | $125,389-73.9% |
| Participation rate | 77.3% | 88.8%-11.5pp | 84.6%-7.3pp | 83.2%-5.9pp |
| Annual return | 9.31% | 77.65%-68.3pp | 61.98%-52.7pp | 282.24%-272.9pp |
| Employer contribution / active EE | $1,281 | $6,252-79.5% | $5,564-77.0% | $4,866-73.7% |
| Participant deferral / active EE | $1,811 | $5,507-67.1% | $4,895-63.0% | $5,352-66.2% |
| Admin fee / account holder | $480 | $13,580-96.5% | $11,612-95.9% | $9,541-95.0% |