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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 | $32,067 | $172,111-81.4% | $150,298-78.7% | $137,256-76.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 23.76% | 69.37%-45.6pp | 62.79%-39.0pp | 220.34%-196.6pp |
| Employer contribution / active EE | $9,795 | $4,636+111.3% | $4,154+135.8% | $4,156+135.7% |
| Participant deferral / active EE | $6,358 | $6,166+3.1% | $5,453+16.6% | $6,407-0.8% |
| Admin fee / account holder | $316 | $16,471-98.1% | $14,116-97.8% | $12,270-97.4% |