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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 | $61,400 | $183,516-66.5% | $155,534-60.5% | $145,884-57.9% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 31.93% | 61.43%-29.5pp | 64.92%-33.0pp | 551.85%-519.9pp |
| Employer contribution / active EE | $1,726 | $5,315-67.5% | $4,675-63.1% | $4,662-63.0% |
| Participant deferral / active EE | $4,761 | $6,467-26.4% | $5,630-15.4% | $6,690-28.8% |
| Admin fee / account holder | $1,152 | $19,293-94.0% | $15,900-92.8% | $13,392-91.4% |