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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 | $25,790 | $148,623-82.6% | $135,974-81.0% | $139,466-81.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.56% | 79.30%-52.7pp | 68.30%-41.7pp | 373.66%-347.1pp |
| Employer contribution / active EE | $1,357 | $5,246-74.1% | $4,859-72.1% | $4,754-71.5% |
| Participant deferral / active EE | $8,602 | $8,103+6.2% | $7,760+10.8% | $6,712+28.2% |
| Admin fee / account holder | $933 | $12,406-92.5% | $10,767-91.3% | $11,409-91.8% |