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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 | $31,839 | $185,312-82.8% | $161,489-80.3% | $154,746-79.4% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.7%-2.5pp | 80.7%-4.5pp |
| Annual return | 25.01% | 103.84%-78.8pp | 89.72%-64.7pp | 172.34%-147.3pp |
| Employer contribution / active EE | $1,357 | $4,769-71.5% | $4,268-68.2% | $4,379-69.0% |
| Participant deferral / active EE | $3,307 | $6,350-47.9% | $5,630-41.3% | $6,730-50.9% |
| Admin fee / account holder | $520 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |