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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 | $44,282 | $165,399-73.2% | $149,745-70.4% | $158,982-72.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 23.34% | 348.34%-325.0pp | 276.72%-253.4pp | 302.99%-279.7pp |
| Employer contribution / active EE | $3,211 | $5,105-37.1% | $4,646-30.9% | $4,763-32.6% |
| Participant deferral / active EE | $8,190 | $7,183+14.0% | $6,843+19.7% | $5,983+36.9% |
| Admin fee / account holder | $845 | $10,811-92.2% | $9,312-90.9% | $11,252-92.5% |