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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 | $53,736 | $165,351-67.5% | $149,710-64.1% | $158,931-66.2% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 13.04% | 348.19%-335.1pp | 276.63%-263.6pp | 302.86%-289.8pp |
| Employer contribution / active EE | $2,308 | $5,103-54.8% | $4,645-50.3% | $4,761-51.5% |
| Participant deferral / active EE | $7,197 | $7,181+0.2% | $6,842+5.2% | $5,982+20.3% |
| Admin fee / account holder | $3,948 | $10,807-63.5% | $9,309-57.6% | $11,247-64.9% |