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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 | $59,122 | $165,381-64.3% | $149,730-60.5% | $158,966-62.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.51% | 348.29%-327.8pp | 276.70%-256.2pp | 302.95%-282.4pp |
| Employer contribution / active EE | $2,502 | $5,104-51.0% | $4,645-46.1% | $4,762-47.5% |
| Participant deferral / active EE | $3,983 | $7,182-44.5% | $6,843-41.8% | $5,983-33.4% |
| Admin fee / account holder | $1,739 | $10,809-83.9% | $9,310-81.3% | $11,250-84.5% |