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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 | $21,047 | $115,814-81.8% | $101,275-79.2% | $158,982-86.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 25.19% | 56.16%-31.0pp | 46.48%-21.3pp | 302.99%-277.8pp |
| Employer contribution / active EE | $1,274 | $4,176-69.5% | $3,660-65.2% | $4,763-73.2% |
| Participant deferral / active EE | $5,797 | $4,958+16.9% | $4,371+32.6% | $5,983-3.1% |
| Admin fee / account holder | $336 | $7,249-95.4% | $5,948-94.4% | $11,252-97.0% |