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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 | $55,441 | $183,592-69.8% | $155,574-64.4% | $145,877-62.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.19% | 61.37%-47.2pp | 64.87%-50.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,806 | $5,317-66.0% | $4,676-61.4% | $4,663-61.3% |
| Participant deferral / active EE | $5,089 | $6,466-21.3% | $5,629-9.6% | $6,691-23.9% |
| Admin fee / account holder | $380 | $19,316-98.0% | $15,914-97.6% | $13,402-97.2% |