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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 | $48,322 | $148,623-67.5% | $135,974-64.5% | $139,466-65.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.69% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,502 | $5,246-52.3% | $4,859-48.5% | $4,754-47.4% |
| Participant deferral / active EE | $5,038 | $8,103-37.8% | $7,760-35.1% | $6,712-24.9% |
| Admin fee / account holder | $363 | $12,406-97.1% | $10,767-96.6% | $11,409-96.8% |