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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 | $31,510 | $108,911-71.1% | $100,392-68.6% | $145,884-78.4% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 15.93% | 58.23%-42.3pp | 49.45%-33.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,524 | $4,420-42.9% | $3,941-36.0% | $4,662-45.9% |
| Participant deferral / active EE | $4,615 | $8,459-45.4% | $8,090-42.9% | $6,690-31.0% |
| Admin fee / account holder | $312 | $9,698-96.8% | $7,904-96.1% | $13,392-97.7% |