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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 | $34,453 | $148,629-76.8% | $135,982-74.7% | $139,487-75.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.61% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,574 | $5,247-50.9% | $4,859-47.0% | $4,755-45.9% |
| Participant deferral / active EE | $7,060 | $8,102-12.9% | $7,760-9.0% | $6,713+5.2% |
| Admin fee / account holder | $19,872 | $12,406+60.2% | $10,767+84.6% | $11,407+74.2% |