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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 | $53,178 | $148,623-64.2% | $135,974-60.9% | $139,466-61.9% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 13.67% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $4,143 | $5,246-21.0% | $4,859-14.7% | $4,754-12.8% |
| Participant deferral / active EE | $9,802 | $8,103+21.0% | $7,760+26.3% | $6,712+46.0% |
| Admin fee / account holder | $4,559 | $12,406-63.2% | $10,767-57.7% | $11,409-60.0% |