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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 | $35,437 | $148,582-76.1% | $135,942-73.9% | $139,456-74.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.74% | 79.26%-58.5pp | 68.28%-47.5pp | 373.45%-352.7pp |
| Employer contribution / active EE | $3,607 | $5,245-31.2% | $4,858-25.7% | $4,753-24.1% |
| Participant deferral / active EE | $4,856 | $8,101-40.1% | $7,759-37.4% | $6,711-27.6% |
| Admin fee / account holder | $369 | $12,402-97.0% | $10,764-96.6% | $11,407-96.8% |