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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 | $47,572 | $157,296-69.8% | $141,191-66.3% | $152,897-68.9% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.5%-11.9pp |
| Annual return | 29.54% | 64.34%-34.8pp | 71.41%-41.9pp | 345.43%-315.9pp |
| Employer contribution / active EE | $5,439 | $5,262+3.4% | $4,736+14.9% | $4,764+14.2% |
| Participant deferral / active EE | $3,935 | $7,111-44.7% | $6,710-41.4% | $5,851-32.8% |
| Admin fee / account holder | $431 | $12,125-96.4% | $10,264-95.8% | $11,599-96.3% |