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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 | $114,119-55.7% | $107,187-52.8% | $138,895-63.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 21.31% | 273.21%-251.9pp | 204.55%-183.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,540 | $4,059-62.1% | $3,782-59.3% | $4,194-63.3% |
| Participant deferral / active EE | $3,601 | $5,538-35.0% | $5,096-29.3% | $6,396-43.7% |
| Admin fee / account holder | $361 | $10,024-96.4% | $9,162-96.1% | $12,562-97.1% |