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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 | $70,655 | $185,905-62.0% | $170,057-58.5% | $139,487-49.3% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.6pp |
| Annual return | 29.67% | 60.56%-30.9pp | 53.42%-23.7pp | 373.84%-344.2pp |
| Employer contribution / active EE | $4,037 | $7,597-46.9% | $6,790-40.5% | $4,755-15.1% |
| Participant deferral / active EE | $9,808 | $11,627-15.6% | $10,411-5.8% | $6,713+46.1% |
| Admin fee / account holder | $331 | $15,397-97.9% | $12,826-97.4% | $11,407-97.1% |