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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 | $55,861 | $118,877-53.0% | $96,570-42.2% | $167,536-66.7% |
| Participation rate | 76.2% | 75.5%+0.7pp | 69.8%+6.4pp | 82.1%-5.9pp |
| Annual return | 11.01% | 50.50%-39.5pp | 37.79%-26.8pp | 478.82%-467.8pp |
| Employer contribution / active EE | $3,007 | $3,121-3.6% | $2,357+27.6% | $4,839-37.9% |
| Participant deferral / active EE | $5,735 | $4,617+24.2% | $3,849+49.0% | $6,342-9.6% |
| Admin fee / account holder | $729 | $8,069-91.0% | $6,182-88.2% | $12,315-94.1% |