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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 | $93,351 | $183,516-49.1% | $155,534-40.0% | $145,884-36.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 10.20% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $3,905 | $5,315-26.5% | $4,675-16.5% | $4,662-16.2% |
| Participant deferral / active EE | $6,458 | $6,467-0.1% | $5,630+14.7% | $6,690-3.5% |
| Admin fee / account holder | $472 | $19,293-97.6% | $15,900-97.0% | $13,392-96.5% |