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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 | $51,737 | $132,099-60.8% | $115,599-55.2% | $138,895-62.8% |
| Participation rate | 78.9% | 77.9%+1.1pp | 74.3%+4.7pp | 79.9%-1.0pp |
| Annual return | 17.59% | 176.76%-159.2pp | 111.10%-93.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,317 | $3,416-61.4% | $2,955-55.4% | $4,194-68.6% |
| Participant deferral / active EE | $1,848 | $5,617-67.1% | $4,889-62.2% | $6,396-71.1% |
| Admin fee / account holder | $1,124 | $15,650-92.8% | $12,841-91.2% | $12,562-91.1% |