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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 | $46,941 | $111,535-57.9% | $105,223-55.4% | $137,256-65.8% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.0%-4.5pp | 80.0%-9.4pp |
| Annual return | 23.27% | 237.85%-214.6pp | 180.65%-157.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $3,682 | $3,939-6.5% | $3,689-0.2% | $4,156-11.4% |
| Participant deferral / active EE | $8,783 | $5,500+59.7% | $5,072+73.2% | $6,407+37.1% |
| Admin fee / account holder | $943 | $9,721-90.3% | $8,859-89.4% | $12,270-92.3% |