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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 | $26,223 | $162,136-83.8% | $152,301-82.8% | $154,746-83.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.51% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,080 | $4,890-77.9% | $4,624-76.7% | $4,379-75.3% |
| Participant deferral / active EE | $6,997 | $8,341-16.1% | $8,004-12.6% | $6,730+4.0% |
| Admin fee / account holder | $322 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |