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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 | $165,361-70.0% | $149,715-66.9% | $158,950-68.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 19.53% | 348.24%-328.7pp | 276.66%-257.1pp | 302.91%-283.4pp |
| Employer contribution / active EE | $2,178 | $5,103-57.3% | $4,645-53.1% | $4,762-54.3% |
| Participant deferral / active EE | $5,550 | $7,182-22.7% | $6,842-18.9% | $5,983-7.2% |
| Admin fee / account holder | $2,256 | $10,808-79.1% | $9,310-75.8% | $11,248-79.9% |