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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 | $36,704 | $183,516-80.0% | $155,534-76.4% | $145,884-74.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.41% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $4,303 | $5,315-19.0% | $4,675-8.0% | $4,662-7.7% |
| Participant deferral / active EE | $2,542 | $6,467-60.7% | $5,630-54.9% | $6,690-62.0% |
| Admin fee / account holder | $498 | $19,293-97.4% | $15,900-96.9% | $13,392-96.3% |