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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 | $59,601 | $185,312-67.8% | $161,489-63.1% | $154,746-61.5% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.7%+3.7pp | 80.7%+1.7pp |
| Annual return | 39.05% | 103.84%-64.8pp | 89.72%-50.7pp | 172.34%-133.3pp |
| Employer contribution / active EE | $2,635 | $4,769-44.8% | $4,268-38.3% | $4,379-39.8% |
| Participant deferral / active EE | $4,509 | $6,350-29.0% | $5,630-19.9% | $6,730-33.0% |
| Admin fee / account holder | $10,464 | $18,654-43.9% | $16,006-34.6% | $14,365-27.2% |