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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 | $40,685 | $196,972-79.3% | $182,262-77.7% | $198,609-79.5% |
| Participation rate | 82.6% | 85.7%-3.1pp | 84.2%-1.6pp | 82.4%+0.2pp |
| Annual return | 22.50% | 158.27%-135.8pp | 140.60%-118.1pp | 202.70%-180.2pp |
| Employer contribution / active EE | $2,869 | $5,364-46.5% | $5,046-43.1% | $5,055-43.3% |
| Participant deferral / active EE | $6,700 | $8,643-22.5% | $8,276-19.0% | $6,977-4.0% |
| Admin fee / account holder | $1,299 | $18,429-92.9% | $16,712-92.2% | $19,030-93.2% |