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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 | $31,746 | $162,136-80.4% | $152,301-79.2% | $154,746-79.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 27.58% | 91.02%-63.4pp | 80.50%-52.9pp | 172.34%-144.8pp |
| Employer contribution / active EE | $1,668 | $4,890-65.9% | $4,624-63.9% | $4,379-61.9% |
| Participant deferral / active EE | $4,899 | $8,341-41.3% | $8,004-38.8% | $6,730-27.2% |
| Admin fee / account holder | $377 | $15,759-97.6% | $14,398-97.4% | $14,365-97.4% |