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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 | $50,950 | $165,381-69.2% | $149,730-66.0% | $158,966-67.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 16.52% | 348.29%-331.8pp | 276.70%-260.2pp | 302.95%-286.4pp |
| Employer contribution / active EE | $1,437 | $5,104-71.9% | $4,645-69.1% | $4,762-69.8% |
| Participant deferral / active EE | $8,620 | $7,182+20.0% | $6,843+26.0% | $5,983+44.1% |
| Admin fee / account holder | $6,692 | $10,809-38.1% | $9,310-28.1% | $11,250-40.5% |