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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 | $72,513 | $183,592-60.5% | $155,567-53.4% | $145,959-50.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.70% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,532 | $5,315-33.6% | $4,674-24.4% | $4,661-24.2% |
| Participant deferral / active EE | $5,421 | $6,464-16.1% | $5,628-3.7% | $6,689-18.9% |
| Admin fee / account holder | $454 | $19,318-97.6% | $15,916-97.1% | $13,398-96.6% |