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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 | $46,572 | $162,136-71.3% | $152,301-69.4% | $154,746-69.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 21.64% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $4,662 | $4,890-4.7% | $4,624+0.8% | $4,379+6.4% |
| Participant deferral / active EE | $11,114 | $8,341+33.2% | $8,004+38.9% | $6,730+65.1% |
| Admin fee / account holder | $1,224 | $15,759-92.2% | $14,398-91.5% | $14,365-91.5% |