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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 | $57,339 | $148,623-61.4% | $135,974-57.8% | $139,466-58.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 29.71% | 79.30%-49.6pp | 68.30%-38.6pp | 373.66%-344.0pp |
| Employer contribution / active EE | $3,621 | $5,246-31.0% | $4,859-25.5% | $4,754-23.8% |
| Participant deferral / active EE | $8,532 | $8,103+5.3% | $7,760+10.0% | $6,712+27.1% |
| Admin fee / account holder | $662 | $12,406-94.7% | $10,767-93.9% | $11,409-94.2% |