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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 | $44,169 | $198,457-77.7% | $170,435-74.1% | $147,586-70.1% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 12.67% | 257.30%-244.6pp | 205.94%-193.3pp | 578.59%-565.9pp |
| Employer contribution / active EE | $3,555 | $6,183-42.5% | $5,432-34.6% | $4,876-27.1% |
| Participant deferral / active EE | $2,765 | $5,629-50.9% | $4,939-44.0% | $5,439-49.2% |
| Admin fee / account holder | $1,984 | $16,852-88.2% | $13,881-85.7% | $10,886-81.8% |