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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 | $30,989 | $185,312-83.3% | $161,489-80.8% | $154,746-80.0% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 11.58% | 103.84%-92.3pp | 89.72%-78.1pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,445 | $4,769-69.7% | $4,268-66.1% | $4,379-67.0% |
| Participant deferral / active EE | $7,215 | $6,350+13.6% | $5,630+28.2% | $6,730+7.2% |
| Admin fee / account holder | $782 | $18,654-95.8% | $16,006-95.1% | $14,365-94.6% |