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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 | $62,396 | $165,399-62.3% | $149,745-58.3% | $158,982-60.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.64% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,513 | $5,105-70.4% | $4,646-67.4% | $4,763-68.2% |
| Participant deferral / active EE | $4,140 | $7,183-42.4% | $6,843-39.5% | $5,983-30.8% |
| Admin fee / account holder | $344 | $10,811-96.8% | $9,312-96.3% | $11,252-96.9% |