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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 | $49,256 | $209,425-76.5% | $178,499-72.4% | $158,966-69.0% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 12.24% | 188.80%-176.6pp | 151.10%-138.9pp | 302.95%-290.7pp |
| Employer contribution / active EE | $3,185 | $5,707-44.2% | $5,011-36.5% | $4,762-33.1% |
| Participant deferral / active EE | $5,779 | $5,955-2.9% | $5,202+11.1% | $5,983-3.4% |
| Admin fee / account holder | $383 | $17,078-97.8% | $13,986-97.3% | $11,250-96.6% |