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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 | $27,752 | $172,111-83.9% | $150,298-81.5% | $137,256-79.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.67% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $7,840 | $4,636+69.1% | $4,154+88.7% | $4,156+88.6% |
| Participant deferral / active EE | $3,000 | $6,166-51.3% | $5,453-45.0% | $6,407-53.2% |
| Admin fee / account holder | $2,288 | $16,471-86.1% | $14,116-83.8% | $12,270-81.4% |