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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 | $49,077 | $129,737-62.2% | $119,126-58.8% | $154,746-68.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 17.28% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,954 | $4,375-55.3% | $4,034-51.6% | $4,379-55.4% |
| Participant deferral / active EE | $5,185 | $5,842-11.3% | $5,318-2.5% | $6,730-23.0% |
| Admin fee / account holder | $2,108 | $11,961-82.4% | $10,693-80.3% | $14,365-85.3% |