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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 | $30,152 | $172,111-82.5% | $150,298-79.9% | $137,256-78.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 11.37% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $6,359 | $4,636+37.1% | $4,154+53.1% | $4,156+53.0% |
| Participant deferral / active EE | $10,106 | $6,166+63.9% | $5,453+85.3% | $6,407+57.7% |
| Admin fee / account holder | $26,671 | $16,471+61.9% | $14,116+88.9% | $12,270+117.4% |