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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 | $34,647 | $148,558-76.7% | $135,925-74.5% | $139,427-75.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.11% | 79.22%-59.1pp | 68.25%-48.1pp | 373.27%-353.2pp |
| Employer contribution / active EE | $1,583 | $5,244-69.8% | $4,857-67.4% | $4,752-66.7% |
| Participant deferral / active EE | $5,483 | $8,101-32.3% | $7,759-29.3% | $6,711-18.3% |
| Admin fee / account holder | $1,642 | $12,401-86.8% | $10,764-84.7% | $11,404-85.6% |