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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 | $40,755 | $166,242-75.5% | $165,071-75.3% | $145,884-72.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 17.25% | 100.44%-83.2pp | 70.17%-52.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $4,233 | $5,283-19.9% | $4,347-2.6% | $4,662-9.2% |
| Participant deferral / active EE | $7,892 | $6,964+13.3% | $6,035+30.8% | $6,690+18.0% |
| Admin fee / account holder | $1,102 | $16,658-93.4% | $12,695-91.3% | $13,392-91.8% |