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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 | $69,834 | $148,623-53.0% | $135,974-48.6% | $139,466-49.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.36% | 79.30%-59.9pp | 68.30%-48.9pp | 373.66%-354.3pp |
| Employer contribution / active EE | $3,621 | $5,246-31.0% | $4,859-25.5% | $4,754-23.8% |
| Participant deferral / active EE | $8,432 | $8,103+4.1% | $7,760+8.7% | $6,712+25.6% |
| Admin fee / account holder | $1,670 | $12,406-86.5% | $10,767-84.5% | $11,409-85.4% |