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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 | $47,326 | $212,386-77.7% | $199,883-76.3% | $138,895-65.9% |
| Participation rate | 79.2% | 87.4%-8.2pp | 86.8%-7.6pp | 79.9%-0.8pp |
| Annual return | 20.40% | 47.75%-27.4pp | 43.81%-23.4pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,783 | $6,625-58.0% | $6,261-55.6% | $4,194-33.7% |
| Participant deferral / active EE | $7,999 | $9,617-16.8% | $9,138-12.5% | $6,396+25.1% |
| Admin fee / account holder | $1,513 | $18,233-91.7% | $17,268-91.2% | $12,562-88.0% |