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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 | $36,685 | $157,304-76.7% | $141,197-74.0% | $152,909-76.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 29.23% | 64.34%-35.1pp | 71.41%-42.2pp | 345.46%-316.2pp |
| Employer contribution / active EE | $1,666 | $5,263-68.3% | $4,736-64.8% | $4,764-65.0% |
| Participant deferral / active EE | $7,321 | $7,111+2.9% | $6,710+9.1% | $5,851+25.1% |
| Admin fee / account holder | $548 | $12,126-95.5% | $10,265-94.7% | $11,601-95.3% |