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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 | $39,847 | $148,629-73.2% | $135,982-70.7% | $139,487-71.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.89% | 79.33%-61.4pp | 68.32%-50.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $3,336 | $5,247-36.4% | $4,859-31.3% | $4,755-29.8% |
| Participant deferral / active EE | $5,035 | $8,102-37.9% | $7,760-35.1% | $6,713-25.0% |
| Admin fee / account holder | $6,516 | $12,406-47.5% | $10,767-39.5% | $11,407-42.9% |