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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 | $51,794 | $97,078-46.6% | $103,065-49.7% | $145,897-64.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.6%-5.6pp | 80.3%-5.3pp |
| Annual return | 12.35% | 25.49%-13.1pp | 23.95%-11.6pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,827 | $4,680-39.6% | $4,675-39.5% | $4,663-39.4% |
| Participant deferral / active EE | $6,034 | $6,601-8.6% | $6,625-8.9% | $6,689-9.8% |
| Admin fee / account holder | $431 | $12,505-96.6% | $9,349-95.4% | $13,390-96.8% |