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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 | $52,166 | $185,905-71.9% | $170,057-69.3% | $139,487-62.6% |
| Participation rate | 81.3% | 87.8%-6.5pp | 87.0%-5.8pp | 80.3%+0.9pp |
| Annual return | 36.00% | 60.56%-24.6pp | 53.42%-17.4pp | 373.84%-337.8pp |
| Employer contribution / active EE | $2,011 | $7,597-73.5% | $6,790-70.4% | $4,755-57.7% |
| Participant deferral / active EE | $4,518 | $11,627-61.1% | $10,411-56.6% | $6,713-32.7% |
| Admin fee / account holder | $383 | $15,397-97.5% | $12,826-97.0% | $11,407-96.6% |