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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 | $42,233 | $148,629-71.6% | $135,982-68.9% | $139,487-69.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.61% | 79.33%-56.7pp | 68.32%-45.7pp | 373.84%-351.2pp |
| Employer contribution / active EE | $9,519 | $5,247+81.4% | $4,859+95.9% | $4,755+100.2% |
| Participant deferral / active EE | $8,878 | $8,102+9.6% | $7,760+14.4% | $6,713+32.3% |
| Admin fee / account holder | $571 | $12,406-95.4% | $10,767-94.7% | $11,407-95.0% |