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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 | $57,727 | $171,492-66.3% | $150,734-61.7% | $198,609-70.9% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 13.59% | 804.70%-791.1pp | 600.81%-587.2pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,405 | $5,470-56.0% | $4,918-51.1% | $5,055-52.4% |
| Participant deferral / active EE | $2,999 | $6,259-52.1% | $5,610-46.5% | $6,977-57.0% |
| Admin fee / account holder | $1,524 | $17,628-91.4% | $14,905-89.8% | $19,030-92.0% |