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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 | $52,931 | $197,625-73.2% | $177,840-70.2% | $158,966-66.7% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.7%-15.5pp | 82.0%-9.7pp |
| Annual return | 22.68% | 58.76%-36.1pp | 48.32%-25.6pp | 302.95%-280.3pp |
| Employer contribution / active EE | $2,891 | $6,698-56.8% | $5,919-51.2% | $4,762-39.3% |
| Participant deferral / active EE | $6,660 | $8,405-20.8% | $7,714-13.7% | $5,983+11.3% |
| Admin fee / account holder | $323 | $15,405-97.9% | $12,431-97.4% | $11,250-97.1% |