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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 | $74,577 | $129,737-42.5% | $119,126-37.4% | $154,746-51.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 19.98% | 379.08%-359.1pp | 282.11%-262.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,014 | $4,375-8.3% | $4,034-0.5% | $4,379-8.3% |
| Participant deferral / active EE | $10,352 | $5,842+77.2% | $5,318+94.7% | $6,730+53.8% |
| Admin fee / account holder | $877 | $11,961-92.7% | $10,693-91.8% | $14,365-93.9% |