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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 | $57,212 | $148,629-61.5% | $135,982-57.9% | $139,487-59.0% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 16.64% | 79.33%-62.7pp | 68.32%-51.7pp | 373.84%-357.2pp |
| Employer contribution / active EE | $1,828 | $5,247-65.2% | $4,859-62.4% | $4,755-61.6% |
| Participant deferral / active EE | $3,415 | $8,102-57.9% | $7,760-56.0% | $6,713-49.1% |
| Admin fee / account holder | $1,937 | $12,406-84.4% | $10,767-82.0% | $11,407-83.0% |