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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 | $35,682 | $157,304-77.3% | $141,197-74.7% | $152,909-76.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 26.46% | 64.34%-37.9pp | 71.41%-44.9pp | 345.46%-319.0pp |
| Employer contribution / active EE | $5,190 | $5,263-1.4% | $4,736+9.6% | $4,764+8.9% |
| Participant deferral / active EE | $16,187 | $7,111+127.6% | $6,710+141.2% | $5,851+176.6% |
| Admin fee / account holder | $423 | $12,126-96.5% | $10,265-95.9% | $11,601-96.4% |