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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 | $40,644 | $148,629-72.7% | $135,982-70.1% | $139,487-70.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.93% | 79.33%-61.4pp | 68.32%-50.4pp | 373.84%-355.9pp |
| Employer contribution / active EE | $5,059 | $5,247-3.6% | $4,859+4.1% | $4,755+6.4% |
| Participant deferral / active EE | $3,281 | $8,102-59.5% | $7,760-57.7% | $6,713-51.1% |
| Admin fee / account holder | $1,173 | $12,406-90.5% | $10,767-89.1% | $11,407-89.7% |