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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 | $51,551 | $181,062-71.5% | $158,223-67.4% | $155,188-66.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 9.00% | 57.39%-48.4pp | 52.09%-43.1pp | 148.84%-139.8pp |
| Employer contribution / active EE | $1,923 | $4,565-57.9% | $4,109-53.2% | $4,248-54.7% |
| Participant deferral / active EE | $2,999 | $6,134-51.1% | $5,467-45.1% | $6,531-54.1% |
| Admin fee / account holder | $4,503 | $18,825-76.1% | $16,047-71.9% | $14,480-68.9% |