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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 | $39,691 | $183,539-78.4% | $155,556-74.5% | $145,897-72.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 16.00% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $2,815 | $5,315-47.0% | $4,675-39.8% | $4,663-39.6% |
| Participant deferral / active EE | $9,870 | $6,467+52.6% | $5,631+75.3% | $6,689+47.5% |
| Admin fee / account holder | $650 | $19,275-96.6% | $15,885-95.9% | $13,390-95.1% |