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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 | $36,521 | $166,268-78.0% | $165,100-77.9% | $145,897-75.0% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-7.0pp |
| Annual return | 11.13% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,844 | $5,284-46.2% | $4,348-34.6% | $4,663-39.0% |
| Participant deferral / active EE | $7,131 | $6,964+2.4% | $6,035+18.2% | $6,689+6.6% |
| Admin fee / account holder | $562 | $16,659-96.6% | $12,696-95.6% | $13,390-95.8% |