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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 | $49,481 | $202,463-75.6% | $169,397-70.8% | $139,487-64.5% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.6pp |
| Annual return | 16.14% | 532.64%-516.5pp | 406.23%-390.1pp | 373.84%-357.7pp |
| Employer contribution / active EE | $2,349 | $4,694-50.0% | $4,013-41.5% | $4,755-50.6% |
| Participant deferral / active EE | $3,363 | $6,941-51.6% | $6,223-46.0% | $6,713-49.9% |
| Admin fee / account holder | $2,718 | $10,726-74.7% | $9,017-69.9% | $11,407-76.2% |