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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 | $183,516-69.7% | $155,534-64.2% | $145,884-61.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.80% | 61.43%-41.6pp | 64.92%-45.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $2,180 | $5,315-59.0% | $4,675-53.4% | $4,662-53.2% |
| Participant deferral / active EE | $4,291 | $6,467-33.6% | $5,630-23.8% | $6,690-35.9% |
| Admin fee / account holder | $5,000 | $19,293-74.1% | $15,900-68.6% | $13,392-62.7% |