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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 | $51,136 | $165,361-69.1% | $149,715-65.8% | $158,950-67.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 27.97% | 348.24%-320.3pp | 276.66%-248.7pp | 302.91%-274.9pp |
| Employer contribution / active EE | $1,366 | $5,103-73.2% | $4,645-70.6% | $4,762-71.3% |
| Participant deferral / active EE | $6,813 | $7,182-5.1% | $6,842-0.4% | $5,983+13.9% |
| Admin fee / account holder | $317 | $10,808-97.1% | $9,310-96.6% | $11,248-97.2% |