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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 | $52,271 | $172,111-69.6% | $150,298-65.2% | $137,256-61.9% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 19.66% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,055 | $4,636-55.7% | $4,154-50.5% | $4,156-50.6% |
| Participant deferral / active EE | $10,902 | $6,166+76.8% | $5,453+99.9% | $6,407+70.2% |
| Admin fee / account holder | $1,450 | $16,471-91.2% | $14,116-89.7% | $12,270-88.2% |