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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 | $56,903 | $157,304-63.8% | $141,197-59.7% | $152,909-62.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 17.75% | 64.34%-46.6pp | 71.41%-53.7pp | 345.46%-327.7pp |
| Employer contribution / active EE | $5,177 | $5,263-1.6% | $4,736+9.3% | $4,764+8.7% |
| Participant deferral / active EE | $3,289 | $7,111-53.7% | $6,710-51.0% | $5,851-43.8% |
| Admin fee / account holder | $566 | $12,126-95.3% | $10,265-94.5% | $11,601-95.1% |