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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 | $39,328 | $166,020-76.3% | $164,866-76.1% | $145,959-73.1% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.3pp |
| Annual return | 14.57% | 100.08%-85.5pp | 69.97%-55.4pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,500 | $5,275-52.6% | $4,343-42.4% | $4,661-46.4% |
| Participant deferral / active EE | $8,248 | $6,961+18.5% | $6,033+36.7% | $6,689+23.3% |
| Admin fee / account holder | $779 | $16,644-95.3% | $12,689-93.9% | $13,398-94.2% |