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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 | $172,111-82.0% | $150,298-79.4% | $137,256-77.4% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 11.58% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,445 | $4,636-68.8% | $4,154-65.2% | $4,156-65.2% |
| Participant deferral / active EE | $7,215 | $6,166+17.0% | $5,453+32.3% | $6,407+12.6% |
| Admin fee / account holder | $782 | $16,471-95.3% | $14,116-94.5% | $12,270-93.6% |