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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 | $22,682 | $183,516-87.6% | $155,534-85.4% | $145,884-84.5% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 17.85% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $3,629 | $5,315-31.7% | $4,675-22.4% | $4,662-22.2% |
| Participant deferral / active EE | $2,854 | $6,467-55.9% | $5,630-49.3% | $6,690-57.3% |
| Admin fee / account holder | $659 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |