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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 | $43,244 | $148,623-70.9% | $135,974-68.2% | $139,466-69.0% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 21.09% | 79.30%-58.2pp | 68.30%-47.2pp | 373.66%-352.6pp |
| Employer contribution / active EE | $2,941 | $5,246-43.9% | $4,859-39.5% | $4,754-38.1% |
| Participant deferral / active EE | $7,774 | $8,103-4.1% | $7,760+0.2% | $6,712+15.8% |
| Admin fee / account holder | $857 | $12,406-93.1% | $10,767-92.0% | $11,409-92.5% |