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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 | $43,184 | $183,627-76.5% | $155,602-72.2% | $145,978-70.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.26% | 61.32%-44.1pp | 64.81%-47.6pp | 550.52%-533.3pp |
| Employer contribution / active EE | $2,055 | $5,316-61.4% | $4,675-56.1% | $4,662-55.9% |
| Participant deferral / active EE | $3,939 | $6,466-39.1% | $5,629-30.0% | $6,690-41.1% |
| Admin fee / account holder | $392 | $19,327-98.0% | $15,923-97.5% | $13,400-97.1% |