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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 | $45,249 | $148,623-69.6% | $135,974-66.7% | $139,466-67.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 34.12% | 79.30%-45.2pp | 68.30%-34.2pp | 373.66%-339.5pp |
| Employer contribution / active EE | $2,239 | $5,246-57.3% | $4,859-53.9% | $4,754-52.9% |
| Participant deferral / active EE | $9,036 | $8,103+11.5% | $7,760+16.4% | $6,712+34.6% |
| Admin fee / account holder | $316 | $12,406-97.5% | $10,767-97.1% | $11,409-97.2% |