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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 | $44,564 | $223,823-80.1% | $211,142-78.9% | $154,746-71.2% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 13.38% | 50.39%-37.0pp | 46.84%-33.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $7,061 | $6,787+4.0% | $6,442+9.6% | $4,379+61.2% |
| Participant deferral / active EE | $10,743 | $9,750+10.2% | $9,284+15.7% | $6,730+59.6% |
| Admin fee / account holder | $18,833 | $19,707-4.4% | $19,076-1.3% | $14,365+31.1% |