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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 | $33,302 | $148,623-77.6% | $135,974-75.5% | $139,466-76.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 23.39% | 79.30%-55.9pp | 68.30%-44.9pp | 373.66%-350.3pp |
| Employer contribution / active EE | $5,482 | $5,246+4.5% | $4,859+12.8% | $4,754+15.3% |
| Participant deferral / active EE | $7,569 | $8,103-6.6% | $7,760-2.5% | $6,712+12.8% |
| Admin fee / account holder | $481 | $12,406-96.1% | $10,767-95.5% | $11,409-95.8% |