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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 | $36,626 | $165,381-77.9% | $149,730-75.5% | $158,966-77.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 10.15% | 348.29%-338.1pp | 276.70%-266.5pp | 302.95%-292.8pp |
| Employer contribution / active EE | $1,336 | $5,104-73.8% | $4,645-71.2% | $4,762-71.9% |
| Participant deferral / active EE | $5,361 | $7,182-25.4% | $6,843-21.7% | $5,983-10.4% |
| Admin fee / account holder | $309 | $10,809-97.1% | $9,310-96.7% | $11,250-97.3% |