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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 | $59,809 | $148,629-59.8% | $135,982-56.0% | $139,487-57.1% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 19.07% | 79.33%-60.3pp | 68.32%-49.3pp | 373.84%-354.8pp |
| Employer contribution / active EE | $6,818 | $5,247+30.0% | $4,859+40.3% | $4,755+43.4% |
| Participant deferral / active EE | $7,794 | $8,102-3.8% | $7,760+0.4% | $6,713+16.1% |
| Admin fee / account holder | $363 | $12,406-97.1% | $10,767-96.6% | $11,407-96.8% |