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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 | $23,219 | $162,136-85.7% | $152,301-84.8% | $154,746-85.0% |
| Participation rate | 73.7% | 84.1%-10.4pp | 82.4%-8.8pp | 80.7%-7.0pp |
| Annual return | 20.48% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $3,250 | $4,890-33.5% | $4,624-29.7% | $4,379-25.8% |
| Participant deferral / active EE | $3,476 | $8,341-58.3% | $8,004-56.6% | $6,730-48.4% |
| Admin fee / account holder | $439 | $15,759-97.2% | $14,398-96.9% | $14,365-96.9% |