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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 | $37,750 | $183,627-79.4% | $155,602-75.7% | $145,978-74.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 10.51% | 61.32%-50.8pp | 64.81%-54.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,296 | $5,316-56.8% | $4,675-50.9% | $4,662-50.7% |
| Participant deferral / active EE | $7,009 | $6,466+8.4% | $5,629+24.5% | $6,690+4.8% |
| Admin fee / account holder | $385 | $19,327-98.0% | $15,923-97.6% | $13,400-97.1% |