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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 | $51,682 | $201,370-74.3% | $184,256-72.0% | $145,897-64.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.42% | 29.05%-11.6pp | 28.85%-11.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $3,649 | $7,024-48.0% | $6,427-43.2% | $4,663-21.7% |
| Participant deferral / active EE | $4,974 | $9,808-49.3% | $9,133-45.5% | $6,689-25.6% |
| Admin fee / account holder | $1,696 | $16,364-89.6% | $13,899-87.8% | $13,390-87.3% |