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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 | $47,876 | $217,432-78.0% | $185,851-74.2% | $167,553-71.4% |
| Participation rate | 81.3% | 86.1%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 11.87% | 148.43%-136.6pp | 122.11%-110.2pp | 478.89%-467.0pp |
| Employer contribution / active EE | $1,934 | $5,874-67.1% | $5,168-62.6% | $4,840-60.0% |
| Participant deferral / active EE | $2,711 | $6,357-57.3% | $5,569-51.3% | $6,343-57.3% |
| Admin fee / account holder | $2,481 | $19,820-87.5% | $16,245-84.7% | $12,316-79.9% |