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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 | $54,500 | $103,000-47.1% | $90,300-39.6% | $152,885-64.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 22.21% | 95.19%-73.0pp | 78.11%-55.9pp | 345.39%-323.2pp |
| Employer contribution / active EE | $2,172 | $3,138-30.8% | $2,854-23.9% | $4,763-54.4% |
| Participant deferral / active EE | $2,502 | $4,281-41.6% | $3,884-35.6% | $5,851-57.2% |
| Admin fee / account holder | $2,912 | $6,173-52.8% | $5,353-45.6% | $11,598-74.9% |