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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 | $38,825 | $155,555-75.0% | $146,866-73.6% | $155,188-75.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 22.61% | 115.41%-92.8pp | 102.85%-80.2pp | 148.84%-126.2pp |
| Employer contribution / active EE | $4,982 | $4,647+7.2% | $4,425+12.6% | $4,248+17.3% |
| Participant deferral / active EE | $8,221 | $8,044+2.2% | $7,759+6.0% | $6,531+25.9% |
| Admin fee / account holder | $1,016 | $14,755-93.1% | $13,620-92.5% | $14,480-93.0% |