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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 | $166,268-76.3% | $165,100-76.2% | $145,897-73.0% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.4pp |
| Annual return | 14.57% | 100.52%-86.0pp | 70.21%-55.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,500 | $5,284-52.7% | $4,348-42.5% | $4,663-46.4% |
| Participant deferral / active EE | $8,248 | $6,964+18.4% | $6,035+36.7% | $6,689+23.3% |
| Admin fee / account holder | $779 | $16,659-95.3% | $12,696-93.9% | $13,390-94.2% |