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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 | $53,531 | $135,956-60.6% | $123,894-56.8% | $273,972-80.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.94% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,966 | $5,170-23.3% | $4,617-14.1% | $4,869-18.6% |
| Participant deferral / active EE | $4,659 | $6,343-26.5% | $5,984-22.1% | $5,287-11.9% |
| Admin fee / account holder | $517 | $9,817-94.7% | $8,357-93.8% | $10,133-94.9% |