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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% | $155,574-53.4% | $145,877-50.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.70% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,532 | $5,317-33.6% | $4,676-24.5% | $4,663-24.3% |
| Participant deferral / active EE | $5,421 | $6,466-16.2% | $5,629-3.7% | $6,691-19.0% |
| Admin fee / account holder | $454 | $19,316-97.6% | $15,914-97.1% | $13,402-96.6% |