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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 | $57,811 | $197,625-70.7% | $177,840-67.5% | $158,966-63.6% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 25.23% | 58.76%-33.5pp | 48.32%-23.1pp | 302.95%-277.7pp |
| Employer contribution / active EE | $3,694 | $6,698-44.9% | $5,919-37.6% | $4,762-22.4% |
| Participant deferral / active EE | $8,064 | $8,405-4.1% | $7,714+4.5% | $5,983+34.8% |
| Admin fee / account holder | $1,975 | $15,405-87.2% | $12,431-84.1% | $11,250-82.4% |