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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 | $52,323 | $183,516-71.5% | $155,534-66.4% | $145,884-64.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 15.48% | 61.43%-45.9pp | 64.92%-49.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,614 | $5,315-50.8% | $4,675-44.1% | $4,662-43.9% |
| Participant deferral / active EE | $3,366 | $6,467-48.0% | $5,630-40.2% | $6,690-49.7% |
| Admin fee / account holder | $332 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |