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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 | $41,948 | $123,155-65.9% | $108,753-61.4% | $155,188-73.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 10.09% | 44.73%-34.6pp | 37.47%-27.4pp | 148.84%-138.7pp |
| Employer contribution / active EE | $5,562 | $2,811+97.8% | $2,427+129.2% | $4,248+30.9% |
| Participant deferral / active EE | $5,707 | $4,623+23.4% | $4,115+38.7% | $6,531-12.6% |
| Admin fee / account holder | $17,781 | $12,126+46.6% | $10,320+72.3% | $14,480+22.8% |