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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 | $25,840 | $100,970-74.4% | $96,576-73.2% | $137,256-81.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 20.25% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,496 | $3,809-34.5% | $3,553-29.8% | $4,156-40.0% |
| Participant deferral / active EE | $6,317 | $8,286-23.8% | $7,956-20.6% | $6,407-1.4% |
| Admin fee / account holder | $842 | $11,312-92.6% | $11,381-92.6% | $12,270-93.1% |