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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 | $57,506 | $196,972-70.8% | $182,262-68.4% | $198,609-71.0% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 19.97% | 158.27%-138.3pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $4,720 | $5,364-12.0% | $5,046-6.5% | $5,055-6.6% |
| Participant deferral / active EE | $10,154 | $8,643+17.5% | $8,276+22.7% | $6,977+45.5% |
| Admin fee / account holder | $1,424 | $18,429-92.3% | $16,712-91.5% | $19,030-92.5% |