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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 | $30,671 | $148,629-79.4% | $135,982-77.4% | $139,487-78.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.35% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $2,953 | $5,247-43.7% | $4,859-39.2% | $4,755-37.9% |
| Participant deferral / active EE | $8,437 | $8,102+4.1% | $7,760+8.7% | $6,713+25.7% |
| Admin fee / account holder | $3,066 | $12,406-75.3% | $10,767-71.5% | $11,407-73.1% |