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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 | $53,100 | $175,257-69.7% | $149,717-64.5% | $139,456-61.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 15.97% | 166.70%-150.7pp | 134.41%-118.4pp | 373.45%-357.5pp |
| Employer contribution / active EE | $4,083 | $5,477-25.5% | $4,820-15.3% | $4,753-14.1% |
| Participant deferral / active EE | $2,760 | $6,521-57.7% | $5,682-51.4% | $6,711-58.9% |
| Admin fee / account holder | $1,414 | $16,156-91.2% | $13,213-89.3% | $11,407-87.6% |