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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 | $57,506 | $162,136-64.5% | $152,301-62.2% | $154,746-62.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 19.97% | 91.02%-71.1pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,720 | $4,890-3.5% | $4,624+2.1% | $4,379+7.8% |
| Participant deferral / active EE | $10,154 | $8,341+21.7% | $8,004+26.9% | $6,730+50.9% |
| Admin fee / account holder | $1,424 | $15,759-91.0% | $14,398-90.1% | $14,365-90.1% |