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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 | $47,129 | $148,623-68.3% | $135,974-65.3% | $139,466-66.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.12% | 79.30%-62.2pp | 68.30%-51.2pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,278 | $5,246-56.6% | $4,859-53.1% | $4,754-52.1% |
| Participant deferral / active EE | $3,710 | $8,103-54.2% | $7,760-52.2% | $6,712-44.7% |
| Admin fee / account holder | $4,195 | $12,406-66.2% | $10,767-61.0% | $11,409-63.2% |