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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 | $54,695 | $232,540-76.5% | $185,117-70.5% | $147,586-62.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 20.54% | 43.03%-22.5pp | 40.50%-20.0pp | 578.59%-558.1pp |
| Employer contribution / active EE | $1,243 | $5,195-76.1% | $4,182-70.3% | $4,876-74.5% |
| Participant deferral / active EE | $5,871 | $5,834+0.6% | $5,045+16.4% | $5,439+7.9% |
| Admin fee / account holder | $9,202 | $10,275-10.4% | $8,159+12.8% | $10,886-15.5% |