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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 | $49,812 | $183,592-72.9% | $155,574-68.0% | $145,877-65.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.82% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,694 | $5,317-68.1% | $4,676-63.8% | $4,663-63.7% |
| Participant deferral / active EE | $5,935 | $6,466-8.2% | $5,629+5.4% | $6,691-11.3% |
| Admin fee / account holder | $5,923 | $19,316-69.3% | $15,914-62.8% | $13,402-55.8% |