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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 | $49,623 | $176,077-71.8% | $159,455-68.9% | $167,518-70.4% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 16.13% | 331.83%-315.7pp | 263.63%-247.5pp | 478.71%-462.6pp |
| Employer contribution / active EE | $3,614 | $5,298-31.8% | $4,830-25.2% | $4,838-25.3% |
| Participant deferral / active EE | $6,658 | $7,751-14.1% | $7,353-9.5% | $6,342+5.0% |
| Admin fee / account holder | $4,289 | $12,556-65.8% | $10,800-60.3% | $12,312-65.2% |