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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 | $45,979 | $144,130-68.1% | $117,860-61.0% | $147,585-68.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 24.71% | 531.20%-506.5pp | 335.10%-310.4pp | 578.58%-553.9pp |
| Employer contribution / active EE | $1,593 | $4,897-67.5% | $3,786-57.9% | $4,876-67.3% |
| Participant deferral / active EE | $3,013 | $5,316-43.3% | $4,482-32.8% | $5,439-44.6% |
| Admin fee / account holder | $6,825 | $10,887-37.3% | $8,021-14.9% | $10,886-37.3% |