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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 | $75,772 | $148,629-49.0% | $135,982-44.3% | $139,487-45.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.80% | 79.33%-59.5pp | 68.32%-48.5pp | 373.84%-354.0pp |
| Employer contribution / active EE | $5,731 | $5,247+9.2% | $4,859+17.9% | $4,755+20.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $311 | $12,406-97.5% | $10,767-97.1% | $11,407-97.3% |