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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 | $55,368 | $165,381-66.5% | $149,730-63.0% | $158,966-65.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.88% | 348.29%-329.4pp | 276.70%-257.8pp | 302.95%-284.1pp |
| Employer contribution / active EE | $1,737 | $5,104-66.0% | $4,645-62.6% | $4,762-63.5% |
| Participant deferral / active EE | $6,625 | $7,182-7.8% | $6,843-3.2% | $5,983+10.7% |
| Admin fee / account holder | $338 | $10,809-96.9% | $9,310-96.4% | $11,250-97.0% |