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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 | $38,809 | $160,028-75.7% | $147,080-73.6% | $145,884-73.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.14% | 98.60%-86.5pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,995 | $5,286-62.2% | $4,933-59.6% | $4,662-57.2% |
| Participant deferral / active EE | $8,483 | $8,422+0.7% | $8,066+5.2% | $6,690+26.8% |
| Admin fee / account holder | $1,294 | $15,030-91.4% | $12,989-90.0% | $13,392-90.3% |