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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 | $46,941 | $148,629-68.4% | $135,982-65.5% | $139,487-66.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.52% | 79.33%-65.8pp | 68.32%-54.8pp | 373.84%-360.3pp |
| Employer contribution / active EE | $6,492 | $5,247+23.7% | $4,859+33.6% | $4,755+36.5% |
| Participant deferral / active EE | $7,037 | $8,102-13.2% | $7,760-9.3% | $6,713+4.8% |
| Admin fee / account holder | $416 | $12,406-96.6% | $10,767-96.1% | $11,407-96.4% |