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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 | $42,771 | $148,582-71.2% | $135,942-68.5% | $139,456-69.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.08% | 79.26%-61.2pp | 68.28%-50.2pp | 373.45%-355.4pp |
| Employer contribution / active EE | $2,409 | $5,245-54.1% | $4,858-50.4% | $4,753-49.3% |
| Participant deferral / active EE | $8,727 | $8,101+7.7% | $7,759+12.5% | $6,711+30.0% |
| Admin fee / account holder | $1,264 | $12,402-89.8% | $10,764-88.3% | $11,407-88.9% |