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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 | $41,163 | $100,970-59.2% | $96,576-57.4% | $137,256-70.0% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 25.17% | 38.16%-13.0pp | 38.47%-13.3pp | 220.34%-195.2pp |
| Employer contribution / active EE | $5,994 | $3,809+57.4% | $3,553+68.7% | $4,156+44.2% |
| Participant deferral / active EE | $11,887 | $8,286+43.5% | $7,956+49.4% | $6,407+85.5% |
| Admin fee / account holder | $5,065 | $11,312-55.2% | $11,381-55.5% | $12,270-58.7% |