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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 | $41,808 | $148,623-71.9% | $135,974-69.3% | $139,466-70.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.75% | 79.30%-54.5pp | 68.30%-43.6pp | 373.66%-348.9pp |
| Employer contribution / active EE | $2,949 | $5,246-43.8% | $4,859-39.3% | $4,754-38.0% |
| Participant deferral / active EE | $7,715 | $8,103-4.8% | $7,760-0.6% | $6,712+14.9% |
| Admin fee / account holder | $342 | $12,406-97.2% | $10,767-96.8% | $11,409-97.0% |