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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 | $30,747 | $202,463-84.8% | $169,397-81.8% | $139,487-78.0% |
| Participation rate | 81.0% | 81.1%-0.2pp | 77.2%+3.8pp | 80.3%+0.6pp |
| Annual return | 16.15% | 532.64%-516.5pp | 406.23%-390.1pp | 373.84%-357.7pp |
| Employer contribution / active EE | $3,314 | $4,694-29.4% | $4,013-17.4% | $4,755-30.3% |
| Participant deferral / active EE | $7,375 | $6,941+6.3% | $6,223+18.5% | $6,713+9.9% |
| Admin fee / account holder | $671 | $10,726-93.7% | $9,017-92.6% | $11,407-94.1% |