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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 | $107,911 | $183,539-41.2% | $155,556-30.6% | $145,897-26.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.56% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,977 | $5,315-62.8% | $4,675-57.7% | $4,663-57.6% |
| Participant deferral / active EE | $6,330 | $6,467-2.1% | $5,631+12.4% | $6,689-5.4% |
| Admin fee / account holder | $399 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |