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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 | $55,836 | $178,174-68.7% | $156,181-64.2% | $137,256-59.3% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.8%-6.6pp | 80.0%-7.7pp |
| Annual return | 30.37% | 84.19%-53.8pp | 64.87%-34.5pp | 220.34%-190.0pp |
| Employer contribution / active EE | $1,911 | $4,972-61.6% | $4,294-55.5% | $4,156-54.0% |
| Participant deferral / active EE | $5,443 | $6,888-21.0% | $6,132-11.2% | $6,407-15.1% |
| Admin fee / account holder | $1,588 | $17,404-90.9% | $14,586-89.1% | $12,270-87.1% |