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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 | $29,841 | $181,062-83.5% | $158,223-81.1% | $155,188-80.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 22.78% | 57.39%-34.6pp | 52.09%-29.3pp | 148.84%-126.1pp |
| Employer contribution / active EE | $1,537 | $4,565-66.3% | $4,109-62.6% | $4,248-63.8% |
| Participant deferral / active EE | $8,107 | $6,134+32.1% | $5,467+48.3% | $6,531+24.1% |
| Admin fee / account holder | $344 | $18,825-98.2% | $16,047-97.9% | $14,480-97.6% |