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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 | $35,929 | $148,623-75.8% | $135,974-73.6% | $139,466-74.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 26.85% | 79.30%-52.4pp | 68.30%-41.5pp | 373.66%-346.8pp |
| Employer contribution / active EE | $2,195 | $5,246-58.2% | $4,859-54.8% | $4,754-53.8% |
| Participant deferral / active EE | $3,193 | $8,103-60.6% | $7,760-58.9% | $6,712-52.4% |
| Admin fee / account holder | $372 | $12,406-97.0% | $10,767-96.5% | $11,409-96.7% |