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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 | $52,321 | $171,492-69.5% | $150,734-65.3% | $198,609-73.7% |
| Participation rate | 78.3% | 81.4%-3.2pp | 78.4%-0.2pp | 82.4%-4.1pp |
| Annual return | 15.68% | 804.70%-789.0pp | 600.81%-585.1pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,796 | $5,470-67.2% | $4,918-63.5% | $5,055-64.5% |
| Participant deferral / active EE | $5,835 | $6,259-6.8% | $5,610+4.0% | $6,977-16.4% |
| Admin fee / account holder | $1,397 | $17,628-92.1% | $14,905-90.6% | $19,030-92.7% |