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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 | $156,398-75.2% | $147,318-73.6% | $138,895-72.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 22.61% | 78.75%-56.1pp | 70.43%-47.8pp | 145.39%-122.8pp |
| Employer contribution / active EE | $4,982 | $4,853+2.7% | $4,593+8.5% | $4,194+18.8% |
| Participant deferral / active EE | $8,221 | $8,237-0.2% | $7,906+4.0% | $6,396+28.5% |
| Admin fee / account holder | $1,016 | $14,976-93.2% | $13,708-92.6% | $12,562-91.9% |