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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 | $45,981 | $111,535-58.8% | $105,223-56.3% | $137,256-66.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 14.32% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,251 | $3,939-17.5% | $3,689-11.9% | $4,156-21.8% |
| Participant deferral / active EE | $6,465 | $5,500+17.5% | $5,072+27.5% | $6,407+0.9% |
| Admin fee / account holder | $836 | $9,721-91.4% | $8,859-90.6% | $12,270-93.2% |