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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 | $49,128 | $183,539-73.2% | $155,556-68.4% | $145,897-66.3% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 14.37% | 61.31%-46.9pp | 64.84%-50.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,179 | $5,315-77.8% | $4,675-74.8% | $4,663-74.7% |
| Participant deferral / active EE | $6,037 | $6,467-6.6% | $5,631+7.2% | $6,689-9.7% |
| Admin fee / account holder | $5,343 | $19,275-72.3% | $15,885-66.4% | $13,390-60.1% |