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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 | $38,559 | $183,539-79.0% | $155,556-75.2% | $145,897-73.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.83% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,785 | $5,315-66.4% | $4,675-61.8% | $4,663-61.7% |
| Participant deferral / active EE | $4,814 | $6,467-25.6% | $5,631-14.5% | $6,689-28.0% |
| Admin fee / account holder | $3,111 | $19,275-83.9% | $15,885-80.4% | $13,390-76.8% |