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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 | $57,638 | $157,296-63.4% | $141,191-59.2% | $152,897-62.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 20.98% | 64.34%-43.4pp | 71.41%-50.4pp | 345.43%-324.5pp |
| Employer contribution / active EE | $4,944 | $5,262-6.1% | $4,736+4.4% | $4,764+3.8% |
| Participant deferral / active EE | $11,122 | $7,111+56.4% | $6,710+65.7% | $5,851+90.1% |
| Admin fee / account holder | $2,182 | $12,125-82.0% | $10,264-78.7% | $11,599-81.2% |