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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 | $64,033 | $148,582-56.9% | $135,942-52.9% | $139,456-54.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.41% | 79.26%-60.8pp | 68.28%-49.9pp | 373.45%-355.0pp |
| Employer contribution / active EE | $2,833 | $5,245-46.0% | $4,858-41.7% | $4,753-40.4% |
| Participant deferral / active EE | $5,937 | $8,101-26.7% | $7,759-23.5% | $6,711-11.5% |
| Admin fee / account holder | $641 | $12,402-94.8% | $10,764-94.0% | $11,407-94.4% |