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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 | $49,784 | $196,972-74.7% | $182,262-72.7% | $198,609-74.9% |
| Participation rate | 82.6% | 85.7%-3.1pp | 84.2%-1.6pp | 82.4%+0.2pp |
| Annual return | 21.67% | 158.27%-136.6pp | 140.60%-118.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $3,329 | $5,364-37.9% | $5,046-34.0% | $5,055-34.2% |
| Participant deferral / active EE | $6,973 | $8,643-19.3% | $8,276-15.7% | $6,9770% |
| Admin fee / account holder | $2,127 | $18,429-88.5% | $16,712-87.3% | $19,030-88.8% |