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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 | $53,056 | $108,897-51.3% | $100,378-47.1% | $145,877-63.6% |
| Participation rate | 78.9% | 83.0%-4.0pp | 81.5%-2.6pp | 80.3%-1.4pp |
| Annual return | 13.14% | 58.17%-45.0pp | 49.41%-36.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $544 | $4,420-87.7% | $3,942-86.2% | $4,663-88.3% |
| Participant deferral / active EE | $5,666 | $8,455-33.0% | $8,087-29.9% | $6,691-15.3% |
| Admin fee / account holder | $5,991 | $9,690-38.2% | $7,899-24.2% | $13,402-55.3% |