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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 | $47,673 | $154,228-69.1% | $145,433-67.2% | $137,256-65.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 51.82% | 74.59%-22.8pp | 66.58%-14.8pp | 220.34%-168.5pp |
| Employer contribution / active EE | $2,783 | $4,804-42.1% | $4,554-38.9% | $4,156-33.0% |
| Participant deferral / active EE | $5,728 | $8,216-30.3% | $7,897-27.5% | $6,407-10.6% |
| Admin fee / account holder | $2,879 | $14,344-79.9% | $13,129-78.1% | $12,270-76.5% |