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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 | $185,312-83.9% | $161,489-81.5% | $154,746-80.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 22.78% | 103.84%-81.1pp | 89.72%-66.9pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,537 | $4,769-67.8% | $4,268-64.0% | $4,379-64.9% |
| Participant deferral / active EE | $8,107 | $6,350+27.7% | $5,630+44.0% | $6,730+20.4% |
| Admin fee / account holder | $344 | $18,654-98.2% | $16,006-97.8% | $14,365-97.6% |