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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 | $43,875 | $148,623-70.5% | $135,974-67.7% | $139,466-68.5% |
| Participation rate | 82.6% | 83.9%-1.3pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 20.62% | 79.30%-58.7pp | 68.30%-47.7pp | 373.66%-353.0pp |
| Employer contribution / active EE | $2,332 | $5,246-55.5% | $4,859-52.0% | $4,754-50.9% |
| Participant deferral / active EE | $6,578 | $8,103-18.8% | $7,760-15.2% | $6,712-2.0% |
| Admin fee / account holder | $401 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |