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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 | $65,917 | $165,381-60.1% | $149,730-56.0% | $158,966-58.5% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 19.01% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-283.9pp |
| Employer contribution / active EE | $2,352 | $5,104-53.9% | $4,645-49.4% | $4,762-50.6% |
| Participant deferral / active EE | $4,957 | $7,182-31.0% | $6,843-27.6% | $5,983-17.2% |
| Admin fee / account holder | $372 | $10,809-96.6% | $9,310-96.0% | $11,250-96.7% |