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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 | $26,877 | $148,582-81.9% | $135,942-80.2% | $139,456-80.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.75% | 79.26%-59.5pp | 68.28%-48.5pp | 373.45%-353.7pp |
| Employer contribution / active EE | $1,708 | $5,245-67.4% | $4,858-64.8% | $4,753-64.1% |
| Participant deferral / active EE | $8,536 | $8,101+5.4% | $7,759+10.0% | $6,711+27.2% |
| Admin fee / account holder | $428 | $12,402-96.6% | $10,764-96.0% | $11,407-96.3% |