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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 | $49,603 | $165,399-70.0% | $149,745-66.9% | $158,982-68.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 19.53% | 348.34%-328.8pp | 276.72%-257.2pp | 302.99%-283.5pp |
| Employer contribution / active EE | $2,178 | $5,105-57.3% | $4,646-53.1% | $4,763-54.3% |
| Participant deferral / active EE | $5,550 | $7,183-22.7% | $6,843-18.9% | $5,983-7.2% |
| Admin fee / account holder | $2,256 | $10,811-79.1% | $9,312-75.8% | $11,252-80.0% |