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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 | $59,073 | $183,592-67.8% | $155,574-62.0% | $145,877-59.5% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 12.02% | 61.37%-49.4pp | 64.87%-52.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,308 | $5,317-56.6% | $4,676-50.6% | $4,663-50.5% |
| Participant deferral / active EE | $4,320 | $6,466-33.2% | $5,629-23.3% | $6,691-35.4% |
| Admin fee / account holder | $426 | $19,316-97.8% | $15,914-97.3% | $13,402-96.8% |