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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 | $45,997 | $211,239-78.2% | $178,528-74.2% | $145,877-68.5% |
| Participation rate | 72.2% | 80.8%-8.6pp | 77.1%-4.9pp | 80.3%-8.1pp |
| Annual return | 15.96% | 30.22%-14.3pp | 27.11%-11.2pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,061 | $4,570-54.9% | $3,950-47.8% | $4,663-55.8% |
| Participant deferral / active EE | $6,520 | $6,963-6.4% | $6,278+3.8% | $6,691-2.6% |
| Admin fee / account holder | $1,722 | $12,095-85.8% | $10,419-83.5% | $13,402-87.2% |