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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 | $52,831 | $157,304-66.4% | $141,197-62.6% | $152,909-65.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 21.36% | 64.34%-43.0pp | 71.41%-50.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $2,727 | $5,263-48.2% | $4,736-42.4% | $4,764-42.8% |
| Participant deferral / active EE | $5,346 | $7,111-24.8% | $6,710-20.3% | $5,851-8.6% |
| Admin fee / account holder | $866 | $12,126-92.9% | $10,265-91.6% | $11,601-92.5% |