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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 | $31,461 | $148,623-78.8% | $135,974-76.9% | $139,466-77.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.70% | 79.30%-57.6pp | 68.30%-46.6pp | 373.66%-352.0pp |
| Employer contribution / active EE | $2,460 | $5,246-53.1% | $4,859-49.4% | $4,754-48.2% |
| Participant deferral / active EE | $7,163 | $8,103-11.6% | $7,760-7.7% | $6,712+6.7% |
| Admin fee / account holder | $999 | $12,406-92.0% | $10,767-90.7% | $11,409-91.2% |