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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 | $20,511 | $148,629-86.2% | $135,982-84.9% | $139,487-85.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.60% | 79.33%-56.7pp | 68.32%-45.7pp | 373.84%-351.2pp |
| Employer contribution / active EE | $2,545 | $5,247-51.5% | $4,859-47.6% | $4,755-46.5% |
| Participant deferral / active EE | $6,374 | $8,102-21.3% | $7,760-17.9% | $6,713-5.0% |
| Admin fee / account holder | $372 | $12,406-97.0% | $10,767-96.5% | $11,407-96.7% |