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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 | $39,576 | $166,268-76.2% | $165,100-76.0% | $145,897-72.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 19.24% | 100.52%-81.3pp | 70.21%-51.0pp | 552.29%-533.0pp |
| Employer contribution / active EE | $3,536 | $5,284-33.1% | $4,348-18.7% | $4,663-24.2% |
| Participant deferral / active EE | $7,450 | $6,964+7.0% | $6,035+23.4% | $6,689+11.4% |
| Admin fee / account holder | $4,191 | $16,659-74.8% | $12,696-67.0% | $13,390-68.7% |