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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 | $55,933 | $183,592-69.5% | $155,574-64.0% | $145,877-61.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.98% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,697 | $5,317-49.3% | $4,676-42.3% | $4,663-42.2% |
| Participant deferral / active EE | $5,394 | $6,466-16.6% | $5,629-4.2% | $6,691-19.4% |
| Admin fee / account holder | $389 | $19,316-98.0% | $15,914-97.6% | $13,402-97.1% |