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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 | $32,609 | $106,267-69.3% | $96,520-66.2% | $139,456-76.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 13.55% | 38.45%-24.9pp | 35.72%-22.2pp | 373.45%-359.9pp |
| Employer contribution / active EE | $2,525 | $4,105-38.5% | $3,739-32.5% | $4,753-46.9% |
| Participant deferral / active EE | $2,914 | $5,454-46.6% | $4,879-40.3% | $6,711-56.6% |
| Admin fee / account holder | $336 | $7,882-95.7% | $6,733-95.0% | $11,407-97.1% |