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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 | $79,304 | $148,629-46.6% | $135,982-41.7% | $139,487-43.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.50% | 79.33%-56.8pp | 68.32%-45.8pp | 373.84%-351.3pp |
| Employer contribution / active EE | $4,287 | $5,247-18.3% | $4,859-11.8% | $4,755-9.8% |
| Participant deferral / active EE | $12,559 | $8,102+55.0% | $7,760+61.8% | $6,713+87.1% |
| Admin fee / account holder | $1,728 | $12,406-86.1% | $10,767-83.9% | $11,407-84.8% |