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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 | $41,626 | $148,629-72.0% | $135,982-69.4% | $139,487-70.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 25.57% | 79.33%-53.8pp | 68.32%-42.8pp | 373.84%-348.3pp |
| Employer contribution / active EE | $2,312 | $5,247-55.9% | $4,859-52.4% | $4,755-51.4% |
| Participant deferral / active EE | $7,299 | $8,102-9.9% | $7,760-5.9% | $6,713+8.7% |
| Admin fee / account holder | $1,117 | $12,406-91.0% | $10,767-89.6% | $11,407-90.2% |