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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 | $33,584 | $107,353-68.7% | $92,903-63.9% | $152,885-78.0% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 27.36% | 145.62%-118.3pp | 109.43%-82.1pp | 345.39%-318.0pp |
| Employer contribution / active EE | $2,290 | $4,222-45.8% | $3,653-37.3% | $4,763-51.9% |
| Participant deferral / active EE | $6,158 | $4,848+27.0% | $4,238+45.3% | $5,851+5.2% |
| Admin fee / account holder | $493 | $7,081-93.0% | $5,795-91.5% | $11,598-95.7% |