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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 | $47,698 | $165,399-71.2% | $149,745-68.1% | $158,982-70.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.51% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,462 | $5,105-71.4% | $4,646-68.5% | $4,763-69.3% |
| Participant deferral / active EE | $6,367 | $7,183-11.4% | $6,843-7.0% | $5,983+6.4% |
| Admin fee / account holder | $329 | $10,811-97.0% | $9,312-96.5% | $11,252-97.1% |