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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 | $20,471 | $181,062-88.7% | $158,223-87.1% | $155,188-86.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 28.36% | 57.39%-29.0pp | 52.09%-23.7pp | 148.84%-120.5pp |
| Employer contribution / active EE | $1,242 | $4,565-72.8% | $4,109-69.8% | $4,248-70.8% |
| Participant deferral / active EE | $4,268 | $6,134-30.4% | $5,467-21.9% | $6,531-34.6% |
| Admin fee / account holder | $791 | $18,825-95.8% | $16,047-95.1% | $14,480-94.5% |