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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 | $50,990 | $156,398-67.4% | $147,318-65.4% | $138,895-63.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 18.77% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,483 | $4,853-28.2% | $4,593-24.2% | $4,194-17.0% |
| Participant deferral / active EE | $7,438 | $8,237-9.7% | $7,906-5.9% | $6,396+16.3% |
| Admin fee / account holder | $486 | $14,976-96.8% | $13,708-96.5% | $12,562-96.1% |