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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 | $42,231 | $185,856-77.3% | $170,028-75.2% | $139,456-69.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 23.98% | 60.52%-36.5pp | 53.39%-29.4pp | 373.45%-349.5pp |
| Employer contribution / active EE | $4,368 | $7,593-42.5% | $6,788-35.6% | $4,753-8.1% |
| Participant deferral / active EE | $11,831 | $11,623+1.8% | $10,409+13.7% | $6,711+76.3% |
| Admin fee / account holder | $674 | $15,387-95.6% | $12,820-94.7% | $11,407-94.1% |