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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 | $24,981 | $114,119-78.1% | $107,187-76.7% | $138,895-82.0% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 79.9%-9.9pp |
| Annual return | 23.98% | 273.21%-249.2pp | 204.55%-180.6pp | 145.39%-121.4pp |
| Employer contribution / active EE | $5,136 | $4,059+26.5% | $3,782+35.8% | $4,194+22.5% |
| Participant deferral / active EE | $3,307 | $5,538-40.3% | $5,096-35.1% | $6,396-48.3% |
| Admin fee / account holder | $755 | $10,024-92.5% | $9,162-91.8% | $12,562-94.0% |