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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 | $24,977 | $165,399-84.9% | $149,745-83.3% | $158,982-84.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.41% | 348.34%-323.9pp | 276.72%-252.3pp | 302.99%-278.6pp |
| Employer contribution / active EE | $1,429 | $5,105-72.0% | $4,646-69.2% | $4,763-70.0% |
| Participant deferral / active EE | $7,223 | $7,183+0.6% | $6,843+5.5% | $5,983+20.7% |
| Admin fee / account holder | $697 | $10,811-93.6% | $9,312-92.5% | $11,252-93.8% |