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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 | $38,372 | $148,629-74.2% | $135,982-71.8% | $139,487-72.5% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 16.28% | 79.33%-63.0pp | 68.32%-52.0pp | 373.84%-357.6pp |
| Employer contribution / active EE | $1,226 | $5,247-76.6% | $4,859-74.8% | $4,755-74.2% |
| Participant deferral / active EE | $5,009 | $8,102-38.2% | $7,760-35.4% | $6,713-25.4% |
| Admin fee / account holder | $846 | $12,406-93.2% | $10,767-92.1% | $11,407-92.6% |