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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 | $162,136-70.6% | $152,301-68.7% | $154,746-69.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 51.82% | 91.02%-39.2pp | 80.50%-28.7pp | 172.34%-120.5pp |
| Employer contribution / active EE | $2,783 | $4,890-43.1% | $4,624-39.8% | $4,379-36.4% |
| Participant deferral / active EE | $5,728 | $8,341-31.3% | $8,004-28.4% | $6,730-14.9% |
| Admin fee / account holder | $2,879 | $15,759-81.7% | $14,398-80.0% | $14,365-80.0% |