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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 | $24,764 | $209,336-88.2% | $197,124-87.4% | $137,256-82.0% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 29.48% | 48.09%-18.6pp | 44.34%-14.9pp | 220.34%-190.9pp |
| Employer contribution / active EE | $2,770 | $6,591-58.0% | $6,227-55.5% | $4,156-33.3% |
| Participant deferral / active EE | $4,133 | $9,614-57.0% | $9,135-54.7% | $6,407-35.5% |
| Admin fee / account holder | $327 | $17,308-98.1% | $16,298-98.0% | $12,270-97.3% |