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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 | $29,030 | $185,883-84.4% | $170,043-82.9% | $139,466-79.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 13.63% | 60.54%-46.9pp | 53.40%-39.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $2,363 | $7,596-68.9% | $6,790-65.2% | $4,754-50.3% |
| Participant deferral / active EE | $4,268 | $11,626-63.3% | $10,410-59.0% | $6,712-36.4% |
| Admin fee / account holder | $563 | $15,393-96.3% | $12,824-95.6% | $11,409-95.1% |