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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 | $31,572 | $183,539-82.8% | $155,556-79.7% | $145,897-78.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.50% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,462 | $5,315-72.5% | $4,675-68.7% | $4,663-68.6% |
| Participant deferral / active EE | $7,319 | $6,467+13.2% | $5,631+30.0% | $6,689+9.4% |
| Admin fee / account holder | $1,887 | $19,275-90.2% | $15,885-88.1% | $13,390-85.9% |