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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 | $56,893 | $148,582-61.7% | $135,942-58.1% | $139,456-59.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 13.01% | 79.26%-66.2pp | 68.28%-55.3pp | 373.45%-360.4pp |
| Employer contribution / active EE | $2,031 | $5,245-61.3% | $4,858-58.2% | $4,753-57.3% |
| Participant deferral / active EE | $5,163 | $8,101-36.3% | $7,759-33.5% | $6,711-23.1% |
| Admin fee / account holder | $1,185 | $12,402-90.4% | $10,764-89.0% | $11,407-89.6% |