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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 | $26,539 | $183,627-85.5% | $155,602-82.9% | $145,978-81.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 34.09% | 61.32%-27.2pp | 64.81%-30.7pp | 550.52%-516.4pp |
| Employer contribution / active EE | $1,831 | $5,316-65.6% | $4,675-60.8% | $4,662-60.7% |
| Participant deferral / active EE | $10,750 | $6,466+66.3% | $5,629+91.0% | $6,690+60.7% |
| Admin fee / account holder | $414 | $19,327-97.9% | $15,923-97.4% | $13,400-96.9% |