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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 | $42,298 | $211,239-80.0% | $178,528-76.3% | $145,877-71.0% |
| Participation rate | 85.0% | 80.8%+4.2pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 12.49% | 30.22%-17.7pp | 27.11%-14.6pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,183 | $4,570-30.4% | $3,950-19.4% | $4,663-31.7% |
| Participant deferral / active EE | $7,469 | $6,963+7.3% | $6,278+19.0% | $6,691+11.6% |
| Admin fee / account holder | $1,118 | $12,095-90.8% | $10,419-89.3% | $13,402-91.7% |