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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 | $49,380 | $148,623-66.8% | $135,974-63.7% | $139,466-64.6% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 19.75% | 79.30%-59.5pp | 68.30%-48.6pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,129 | $5,246-59.4% | $4,859-56.2% | $4,754-55.2% |
| Participant deferral / active EE | $6,702 | $8,103-17.3% | $7,760-13.6% | $6,712-0.2% |
| Admin fee / account holder | $543 | $12,406-95.6% | $10,767-95.0% | $11,409-95.2% |