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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 | $41,754 | $183,627-77.3% | $155,602-73.2% | $145,978-71.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 49.32% | 61.32%-12.0pp | 64.81%-15.5pp | 550.52%-501.2pp |
| Employer contribution / active EE | $2,821 | $5,316-46.9% | $4,675-39.7% | $4,662-39.5% |
| Participant deferral / active EE | $8,101 | $6,466+25.3% | $5,629+43.9% | $6,690+21.1% |
| Admin fee / account holder | $1,036 | $19,327-94.6% | $15,923-93.5% | $13,400-92.3% |