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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 | $26,446 | $183,516-85.6% | $155,534-83.0% | $145,884-81.9% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 15.36% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $2,955 | $5,315-44.4% | $4,675-36.8% | $4,662-36.6% |
| Participant deferral / active EE | $5,060 | $6,467-21.8% | $5,630-10.1% | $6,690-24.4% |
| Admin fee / account holder | $1,422 | $19,293-92.6% | $15,900-91.1% | $13,392-89.4% |