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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 | $50,173 | $115,814-56.7% | $101,275-50.5% | $158,982-68.4% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 18.70% | 56.16%-37.5pp | 46.48%-27.8pp | 302.99%-284.3pp |
| Employer contribution / active EE | $2,540 | $4,176-39.2% | $3,660-30.6% | $4,763-46.7% |
| Participant deferral / active EE | $5,531 | $4,958+11.6% | $4,371+26.6% | $5,983-7.6% |
| Admin fee / account holder | $2,960 | $7,249-59.2% | $5,948-50.2% | $11,252-73.7% |