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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 | $72,950 | $181,062-59.7% | $158,223-53.9% | $155,188-53.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 132.68% | 57.39%+75.3pp | 52.09%+80.6pp | 148.84%-16.2pp |
| Employer contribution / active EE | $2,617 | $4,565-42.7% | $4,109-36.3% | $4,248-38.4% |
| Participant deferral / active EE | $2,029 | $6,134-66.9% | $5,467-62.9% | $6,531-68.9% |
| Admin fee / account holder | $1,741 | $18,825-90.7% | $16,047-89.1% | $14,480-88.0% |