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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 | $43,760 | $162,136-73.0% | $152,301-71.3% | $154,746-71.7% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 11.86% | 91.02%-79.2pp | 80.50%-68.6pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,363 | $4,890-72.1% | $4,624-70.5% | $4,379-68.9% |
| Participant deferral / active EE | $5,058 | $8,341-39.4% | $8,004-36.8% | $6,730-24.8% |
| Admin fee / account holder | $29,632 | $15,759+88.0% | $14,398+105.8% | $14,365+106.3% |