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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 | $37,447 | $165,381-77.4% | $149,730-75.0% | $158,966-76.4% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 16.85% | 348.29%-331.4pp | 276.70%-259.9pp | 302.95%-286.1pp |
| Employer contribution / active EE | $2,829 | $5,104-44.6% | $4,645-39.1% | $4,762-40.6% |
| Participant deferral / active EE | $7,252 | $7,182+1.0% | $6,843+6.0% | $5,983+21.2% |
| Admin fee / account holder | $490 | $10,809-95.5% | $9,310-94.7% | $11,250-95.6% |