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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 | $39,586 | $100,970-60.8% | $96,576-59.0% | $137,256-71.2% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 72.60% | 38.16%+34.4pp | 38.47%+34.1pp | 220.34%-147.7pp |
| Employer contribution / active EE | $7,913 | $3,809+107.7% | $3,553+122.7% | $4,156+90.4% |
| Participant deferral / active EE | $21,656 | $8,286+161.3% | $7,956+172.2% | $6,407+238.0% |
| Admin fee / account holder | $1,790 | $11,312-84.2% | $11,381-84.3% | $12,270-85.4% |