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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 | $183,592-82.8% | $155,567-79.7% | $145,959-78.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.50% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,462 | $5,315-72.5% | $4,674-68.7% | $4,661-68.6% |
| Participant deferral / active EE | $7,319 | $6,464+13.2% | $5,628+30.1% | $6,689+9.4% |
| Admin fee / account holder | $1,887 | $19,318-90.2% | $15,916-88.1% | $13,398-85.9% |