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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 | $28,401 | $148,629-80.9% | $135,982-79.1% | $139,487-79.6% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 20.05% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $2,245 | $5,247-57.2% | $4,859-53.8% | $4,755-52.8% |
| Participant deferral / active EE | $2,851 | $8,102-64.8% | $7,760-63.3% | $6,713-57.5% |
| Admin fee / account holder | $3,591 | $12,406-71.1% | $10,767-66.7% | $11,407-68.5% |