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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 | $53,159 | $198,457-73.2% | $170,435-68.8% | $147,586-64.0% |
| Participation rate | 76.2% | 88.0%-11.8pp | 83.6%-7.4pp | 82.8%-6.6pp |
| Annual return | 10.73% | 257.30%-246.6pp | 205.94%-195.2pp | 578.59%-567.9pp |
| Employer contribution / active EE | $4,530 | $6,183-26.7% | $5,432-16.6% | $4,876-7.1% |
| Participant deferral / active EE | $2,173 | $5,629-61.4% | $4,939-56.0% | $5,439-60.0% |
| Admin fee / account holder | $571 | $16,852-96.6% | $13,881-95.9% | $10,886-94.8% |