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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 | $78,400 | $148,623-47.2% | $135,974-42.3% | $139,466-43.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.39% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,037 | $5,246-80.2% | $4,859-78.7% | $4,754-78.2% |
| Participant deferral / active EE | $10,425 | $8,103+28.7% | $7,760+34.3% | $6,712+55.3% |
| Admin fee / account holder | $1,266 | $12,406-89.8% | $10,767-88.2% | $11,409-88.9% |