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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 | $38,645 | $183,539-78.9% | $155,556-75.2% | $145,897-73.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 20.93% | 61.31%-40.4pp | 64.84%-43.9pp | 552.29%-531.4pp |
| Employer contribution / active EE | $6,769 | $5,315+27.4% | $4,675+44.8% | $4,663+45.2% |
| Participant deferral / active EE | $4,760 | $6,467-26.4% | $5,631-15.5% | $6,689-28.8% |
| Admin fee / account holder | $582 | $19,275-97.0% | $15,885-96.3% | $13,390-95.7% |