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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 | $46,313 | $157,304-70.6% | $141,197-67.2% | $152,909-69.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.11% | 64.34%-40.2pp | 71.41%-47.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $5,657 | $5,263+7.5% | $4,736+19.4% | $4,764+18.7% |
| Participant deferral / active EE | $4,634 | $7,111-34.8% | $6,710-30.9% | $5,851-20.8% |
| Admin fee / account holder | $306 | $12,126-97.5% | $10,265-97.0% | $11,601-97.4% |