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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 | $57,437 | $129,737-55.7% | $119,126-51.8% | $154,746-62.9% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 19.67% | 379.08%-359.4pp | 282.11%-262.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $7,748 | $4,375+77.1% | $4,034+92.1% | $4,379+76.9% |
| Participant deferral / active EE | $4,441 | $5,842-24.0% | $5,318-16.5% | $6,730-34.0% |
| Admin fee / account holder | $1,373 | $11,961-88.5% | $10,693-87.2% | $14,365-90.4% |