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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 | $185,312-71.8% | $161,489-67.6% | $154,746-66.2% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 19.66% | 103.84%-84.2pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,055 | $4,769-56.9% | $4,268-51.9% | $4,379-53.1% |
| Participant deferral / active EE | $10,902 | $6,350+71.7% | $5,630+93.7% | $6,730+62.0% |
| Admin fee / account holder | $1,450 | $18,654-92.2% | $16,006-90.9% | $14,365-89.9% |