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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 | $49,833 | $178,174-72.0% | $156,181-68.1% | $137,256-63.7% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.8%-6.6pp | 80.0%-7.7pp |
| Annual return | 17.29% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,839 | $4,972-63.0% | $4,294-57.2% | $4,156-55.8% |
| Participant deferral / active EE | $5,051 | $6,888-26.7% | $6,132-17.6% | $6,407-21.2% |
| Admin fee / account holder | $5,386 | $17,404-69.1% | $14,586-63.1% | $12,270-56.1% |