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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 | $47,854 | $148,582-67.8% | $135,942-64.8% | $139,456-65.7% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 45.94% | 79.26%-33.3pp | 68.28%-22.3pp | 373.45%-327.5pp |
| Employer contribution / active EE | $2,048 | $5,245-60.9% | $4,858-57.8% | $4,753-56.9% |
| Participant deferral / active EE | $7,132 | $8,101-12.0% | $7,759-8.1% | $6,711+6.3% |
| Admin fee / account holder | $306 | $12,402-97.5% | $10,764-97.2% | $11,407-97.3% |