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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 | $47,184 | $165,399-71.5% | $149,745-68.5% | $158,982-70.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.39% | 348.34%-331.9pp | 276.72%-260.3pp | 302.99%-286.6pp |
| Employer contribution / active EE | $2,038 | $5,105-60.1% | $4,646-56.1% | $4,763-57.2% |
| Participant deferral / active EE | $4,491 | $7,183-37.5% | $6,843-34.4% | $5,983-24.9% |
| Admin fee / account holder | $2,019 | $10,811-81.3% | $9,312-78.3% | $11,252-82.1% |