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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 | $39,304 | $148,582-73.5% | $135,942-71.1% | $139,456-71.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.13% | 79.26%-58.1pp | 68.28%-47.1pp | 373.45%-352.3pp |
| Employer contribution / active EE | $1,775 | $5,245-66.2% | $4,858-63.5% | $4,753-62.7% |
| Participant deferral / active EE | $10,334 | $8,101+27.6% | $7,759+33.2% | $6,711+54.0% |
| Admin fee / account holder | $874 | $12,402-93.0% | $10,764-91.9% | $11,407-92.3% |