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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 | $22,262 | $157,304-85.8% | $141,197-84.2% | $152,909-85.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 27.26% | 64.34%-37.1pp | 71.41%-44.1pp | 345.46%-318.2pp |
| Employer contribution / active EE | $2,786 | $5,263-47.1% | $4,736-41.2% | $4,764-41.5% |
| Participant deferral / active EE | $6,648 | $7,111-6.5% | $6,710-0.9% | $5,851+13.6% |
| Admin fee / account holder | $829 | $12,126-93.2% | $10,265-91.9% | $11,601-92.9% |