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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 | $39,412 | $160,070-75.4% | $147,117-73.2% | $145,897-73.0% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.0pp |
| Annual return | 12.34% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $5,492 | $5,285+3.9% | $4,932+11.3% | $4,663+17.8% |
| Participant deferral / active EE | $8,093 | $8,419-3.9% | $8,065+0.3% | $6,689+21.0% |
| Admin fee / account holder | $1,255 | $15,035-91.7% | $12,993-90.3% | $13,390-90.6% |