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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 | $56,538 | $183,627-69.2% | $155,602-63.7% | $145,978-61.3% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.7pp | 80.3%-1.3pp |
| Annual return | 9.86% | 61.32%-51.5pp | 64.81%-55.0pp | 550.52%-540.7pp |
| Employer contribution / active EE | $2,870 | $5,316-46.0% | $4,675-38.6% | $4,662-38.4% |
| Participant deferral / active EE | $4,663 | $6,466-27.9% | $5,629-17.2% | $6,690-30.3% |
| Admin fee / account holder | $448 | $19,327-97.7% | $15,923-97.2% | $13,400-96.7% |