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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 | $33,335 | $183,516-81.8% | $155,534-78.6% | $145,884-77.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.59% | 61.43%-40.8pp | 64.92%-44.3pp | 551.85%-531.3pp |
| Employer contribution / active EE | $3,300 | $5,315-37.9% | $4,675-29.4% | $4,662-29.2% |
| Participant deferral / active EE | $5,550 | $6,467-14.2% | $5,630-1.4% | $6,690-17.0% |
| Admin fee / account holder | $337 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |