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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 | $160,040-75.4% | $147,096-73.2% | $145,877-73.0% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 12.34% | 98.49%-86.2pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $5,492 | $5,289+3.8% | $4,936+11.3% | $4,663+17.8% |
| Participant deferral / active EE | $8,093 | $8,429-4.0% | $8,071+0.3% | $6,691+21.0% |
| Admin fee / account holder | $1,255 | $15,050-91.7% | $13,005-90.3% | $13,402-90.6% |