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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 | $55,692 | $183,627-69.7% | $155,602-64.2% | $145,978-61.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.80% | 61.32%-41.5pp | 64.81%-45.0pp | 550.52%-530.7pp |
| Employer contribution / active EE | $2,180 | $5,316-59.0% | $4,675-53.4% | $4,662-53.2% |
| Participant deferral / active EE | $4,291 | $6,466-33.6% | $5,629-23.8% | $6,690-35.9% |
| Admin fee / account holder | $5,000 | $19,327-74.1% | $15,923-68.6% | $13,400-62.7% |