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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 | $42,673 | $154,228-72.3% | $145,433-70.7% | $137,256-68.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 25.42% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-194.9pp |
| Employer contribution / active EE | $4,566 | $4,804-5.0% | $4,554+0.3% | $4,156+9.9% |
| Participant deferral / active EE | $13,590 | $8,216+65.4% | $7,897+72.1% | $6,407+112.1% |
| Admin fee / account holder | $3,170 | $14,344-77.9% | $13,129-75.9% | $12,270-74.2% |