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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 | $38,754 | $168,635-77.0% | $147,617-73.7% | $125,389-69.1% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 11.53% | 77.65%-66.1pp | 61.98%-50.5pp | 282.24%-270.7pp |
| Employer contribution / active EE | $4,946 | $6,252-20.9% | $5,564-11.1% | $4,866+1.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,182 | $13,580-91.3% | $11,612-89.8% | $9,541-87.6% |