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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 | $48,705 | $175,259-72.2% | $149,723-67.5% | $139,487-65.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 20.55% | 166.82%-146.3pp | 134.50%-114.0pp | 373.84%-353.3pp |
| Employer contribution / active EE | $2,153 | $5,478-60.7% | $4,821-55.3% | $4,755-54.7% |
| Participant deferral / active EE | $5,716 | $6,522-12.4% | $5,682+0.6% | $6,713-14.9% |
| Admin fee / account holder | $1,701 | $16,158-89.5% | $13,215-87.1% | $11,407-85.1% |