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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 | $20,583 | $225,673-90.9% | $203,872-89.9% | $155,188-86.7% |
| Participation rate | 75.0% | 80.3%-5.3pp | 77.8%-2.8pp | 80.8%-5.8pp |
| Annual return | 17.31% | 95.91%-78.6pp | 85.11%-67.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $3,213 | $4,099-21.6% | $3,757-14.5% | $4,248-24.4% |
| Participant deferral / active EE | $4,064 | $6,893-41.0% | $6,388-36.4% | $6,531-37.8% |
| Admin fee / account holder | $954 | $12,327-92.3% | $11,730-91.9% | $14,480-93.4% |