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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 | $29,736 | $185,905-84.0% | $170,057-82.5% | $139,487-78.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 13.14% | 60.56%-47.4pp | 53.42%-40.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $1,975 | $7,597-74.0% | $6,790-70.9% | $4,755-58.5% |
| Participant deferral / active EE | $8,289 | $11,627-28.7% | $10,411-20.4% | $6,713+23.5% |
| Admin fee / account holder | $1,220 | $15,397-92.1% | $12,826-90.5% | $11,407-89.3% |