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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 | $97,751-47.0% | $103,447-49.9% | $145,877-64.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 12.35% | 25.43%-13.1pp | 23.92%-11.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,827 | $4,684-39.6% | $4,678-39.6% | $4,663-39.4% |
| Participant deferral / active EE | $6,034 | $6,603-8.6% | $6,624-8.9% | $6,691-9.8% |
| Admin fee / account holder | $431 | $12,515-96.6% | $9,415-95.4% | $13,402-96.8% |