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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 | $47,961 | $102,595-53.3% | $94,057-49.0% | $154,746-69.0% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 80.7%-3.8pp |
| Annual return | 19.11% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,552 | $3,147-50.7% | $2,933-47.1% | $4,379-64.6% |
| Participant deferral / active EE | $5,402 | $5,118+5.5% | $4,709+14.7% | $6,730-19.7% |
| Admin fee / account holder | $2,863 | $7,736-63.0% | $7,244-60.5% | $14,365-80.1% |