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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 | $26,253 | $156,398-83.2% | $147,318-82.2% | $138,895-81.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 15.90% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,740 | $4,853-43.5% | $4,593-40.3% | $4,194-34.7% |
| Participant deferral / active EE | $9,547 | $8,237+15.9% | $7,906+20.8% | $6,396+49.3% |
| Admin fee / account holder | $3,067 | $14,976-79.5% | $13,708-77.6% | $12,562-75.6% |