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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 | $48,632 | $183,592-73.5% | $155,574-68.7% | $145,877-66.7% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 12.21% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,650 | $5,317-50.2% | $4,676-43.3% | $4,663-43.2% |
| Participant deferral / active EE | $11,332 | $6,466+75.3% | $5,629+101.3% | $6,691+69.4% |
| Admin fee / account holder | $5,976 | $19,316-69.1% | $15,914-62.4% | $13,402-55.4% |