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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 | $50,383 | $148,629-66.1% | $135,982-62.9% | $139,487-63.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 17.53% | 79.33%-61.8pp | 68.32%-50.8pp | 373.84%-356.3pp |
| Employer contribution / active EE | $3,135 | $5,247-40.2% | $4,859-35.5% | $4,755-34.1% |
| Participant deferral / active EE | $4,690 | $8,102-42.1% | $7,760-39.6% | $6,713-30.1% |
| Admin fee / account holder | $640 | $12,406-94.8% | $10,767-94.1% | $11,407-94.4% |