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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 | $34,794 | $157,304-77.9% | $141,197-75.4% | $152,909-77.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 26.38% | 64.34%-38.0pp | 71.41%-45.0pp | 345.46%-319.1pp |
| Employer contribution / active EE | $996 | $5,263-81.1% | $4,736-79.0% | $4,764-79.1% |
| Participant deferral / active EE | $6,043 | $7,111-15.0% | $6,710-9.9% | $5,851+3.3% |
| Admin fee / account holder | $510 | $12,126-95.8% | $10,265-95.0% | $11,601-95.6% |