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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 | $33,880 | $178,174-81.0% | $156,181-78.3% | $137,256-75.3% |
| Participation rate | 76.5% | 82.0%-5.6pp | 78.8%-2.4pp | 80.0%-3.5pp |
| Annual return | 11.69% | 84.19%-72.5pp | 64.87%-53.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $14,974 | $4,972+201.2% | $4,294+248.7% | $4,156+260.3% |
| Participant deferral / active EE | $3,687 | $6,888-46.5% | $6,132-39.9% | $6,407-42.5% |
| Admin fee / account holder | $75,973 | $17,404+336.5% | $14,586+420.9% | $12,270+519.2% |