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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 | $20,316 | $107,809-81.2% | $97,032-79.1% | $155,188-86.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 30.26% | 38.06%-7.8pp | 35.38%-5.1pp | 148.84%-118.6pp |
| Employer contribution / active EE | $1,184 | $2,911-59.3% | $2,629-55.0% | $4,248-72.1% |
| Participant deferral / active EE | $5,569 | $5,129+8.6% | $4,672+19.2% | $6,531-14.7% |
| Admin fee / account holder | $314 | $10,717-97.1% | $9,418-96.7% | $14,480-97.8% |