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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 | $39,107 | $142,354-72.5% | $125,529-68.8% | $155,188-74.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.7%+0.3pp | 80.8%-5.8pp |
| Annual return | 18.45% | 306.06%-287.6pp | 202.56%-184.1pp | 148.84%-130.4pp |
| Employer contribution / active EE | $3,377 | $3,501-3.6% | $3,058+10.4% | $4,248-20.5% |
| Participant deferral / active EE | $7,398 | $5,491+34.7% | $4,813+53.7% | $6,531+13.3% |
| Admin fee / account holder | $3,410 | $19,392-82.4% | $16,298-79.1% | $14,480-76.4% |