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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 | $50,576 | $111,535-54.7% | $105,223-51.9% | $137,256-63.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 21.31% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,540 | $3,939-60.9% | $3,689-58.2% | $4,156-62.9% |
| Participant deferral / active EE | $3,601 | $5,500-34.5% | $5,072-29.0% | $6,407-43.8% |
| Admin fee / account holder | $361 | $9,721-96.3% | $8,859-95.9% | $12,270-97.1% |