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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 | $37,759 | $181,062-79.1% | $158,223-76.1% | $155,188-75.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 19.33% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,083 | $4,565-76.3% | $4,109-73.6% | $4,248-74.5% |
| Participant deferral / active EE | $9,767 | $6,134+59.2% | $5,467+78.7% | $6,531+49.6% |
| Admin fee / account holder | $10,674 | $18,825-43.3% | $16,047-33.5% | $14,480-26.3% |