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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 | $25,532 | $157,304-83.8% | $141,197-81.9% | $152,909-83.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 27.48% | 64.34%-36.9pp | 71.41%-43.9pp | 345.46%-318.0pp |
| Employer contribution / active EE | $2,329 | $5,263-55.7% | $4,736-50.8% | $4,764-51.1% |
| Participant deferral / active EE | $6,107 | $7,111-14.1% | $6,710-9.0% | $5,851+4.4% |
| Admin fee / account holder | $372 | $12,126-96.9% | $10,265-96.4% | $11,601-96.8% |