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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 | $61,048 | $165,381-63.1% | $149,730-59.2% | $158,966-61.6% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.6pp |
| Annual return | 31.88% | 348.29%-316.4pp | 276.70%-244.8pp | 302.95%-271.1pp |
| Employer contribution / active EE | $1,783 | $5,104-65.1% | $4,645-61.6% | $4,762-62.6% |
| Participant deferral / active EE | $4,035 | $7,182-43.8% | $6,843-41.0% | $5,983-32.6% |
| Admin fee / account holder | $648 | $10,809-94.0% | $9,310-93.0% | $11,250-94.2% |