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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 | $47,604 | $197,637-75.9% | $177,848-73.2% | $158,982-70.1% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.1pp | 82.0%-3.4pp |
| Annual return | 16.74% | 58.77%-42.0pp | 48.33%-31.6pp | 302.99%-286.3pp |
| Employer contribution / active EE | $1,715 | $6,698-74.4% | $5,919-71.0% | $4,763-64.0% |
| Participant deferral / active EE | $4,962 | $8,405-41.0% | $7,714-35.7% | $5,983-17.1% |
| Admin fee / account holder | $1,134 | $15,406-92.6% | $12,431-90.9% | $11,252-89.9% |