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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 | $49,216 | $148,629-66.9% | $135,982-63.8% | $139,487-64.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.32% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $1,810 | $5,247-65.5% | $4,859-62.8% | $4,755-61.9% |
| Participant deferral / active EE | $7,714 | $8,102-4.8% | $7,760-0.6% | $6,713+14.9% |
| Admin fee / account holder | $321 | $12,406-97.4% | $10,767-97.0% | $11,407-97.2% |