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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 | $49,755 | $201,264-75.3% | $184,185-73.0% | $145,978-65.9% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 18.34% | 29.00%-10.7pp | 28.81%-10.5pp | 550.52%-532.2pp |
| Employer contribution / active EE | $7,438 | $7,021+5.9% | $6,426+15.8% | $4,662+59.6% |
| Participant deferral / active EE | $13,120 | $9,806+33.8% | $9,132+43.7% | $6,690+96.1% |
| Admin fee / account holder | $2,748 | $16,376-83.2% | $13,909-80.2% | $13,400-79.5% |