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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 | $53,420 | $183,516-70.9% | $155,534-65.7% | $145,884-63.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 25.46% | 61.43%-36.0pp | 64.92%-39.5pp | 551.85%-526.4pp |
| Employer contribution / active EE | $3,254 | $5,315-38.8% | $4,675-30.4% | $4,662-30.2% |
| Participant deferral / active EE | $5,980 | $6,467-7.5% | $5,630+6.2% | $6,690-10.6% |
| Admin fee / account holder | $365 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |