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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 | $30,746 | $185,312-83.4% | $161,489-81.0% | $154,746-80.1% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 17.69% | 103.84%-86.2pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,200 | $4,769-53.9% | $4,268-48.4% | $4,379-49.8% |
| Participant deferral / active EE | $5,754 | $6,350-9.4% | $5,630+2.2% | $6,730-14.5% |
| Admin fee / account holder | $435 | $18,654-97.7% | $16,006-97.3% | $14,365-97.0% |