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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 | $82,999 | $162,136-48.8% | $152,301-45.5% | $154,746-46.4% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 17.45% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,029 | $4,890-58.5% | $4,624-56.1% | $4,379-53.7% |
| Participant deferral / active EE | $5,453 | $8,341-34.6% | $8,004-31.9% | $6,730-19.0% |
| Admin fee / account holder | $823 | $15,759-94.8% | $14,398-94.3% | $14,365-94.3% |