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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 | $54,431 | $165,381-67.1% | $149,730-63.6% | $158,966-65.8% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 13.48% | 348.29%-334.8pp | 276.70%-263.2pp | 302.95%-289.5pp |
| Employer contribution / active EE | $2,536 | $5,104-50.3% | $4,645-45.4% | $4,762-46.8% |
| Participant deferral / active EE | $6,599 | $7,182-8.1% | $6,843-3.6% | $5,983+10.3% |
| Admin fee / account holder | $4,272 | $10,809-60.5% | $9,310-54.1% | $11,250-62.0% |