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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 | $57,713 | $106,267-45.7% | $96,520-40.2% | $139,456-58.6% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 18.31% | 38.45%-20.1pp | 35.72%-17.4pp | 373.45%-355.1pp |
| Employer contribution / active EE | $5,251 | $4,105+27.9% | $3,739+40.4% | $4,753+10.5% |
| Participant deferral / active EE | $6,208 | $5,454+13.8% | $4,879+27.3% | $6,711-7.5% |
| Admin fee / account holder | $2,468 | $7,882-68.7% | $6,733-63.4% | $11,407-78.4% |