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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 | $162,136-74.9% | $152,301-73.3% | $154,746-73.7% |
| Participation rate | 82.6% | 84.1%-1.5pp | 82.4%+0.2pp | 80.7%+1.9pp |
| Annual return | 22.50% | 91.02%-68.5pp | 80.50%-58.0pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,869 | $4,890-41.3% | $4,624-38.0% | $4,379-34.5% |
| Participant deferral / active EE | $6,700 | $8,341-19.7% | $8,004-16.3% | $6,730-0.4% |
| Admin fee / account holder | $1,299 | $15,759-91.8% | $14,398-91.0% | $14,365-91.0% |