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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 | $54,208 | $97,078-44.2% | $103,065-47.4% | $145,897-62.8% |
| Participation rate | 76.2% | 81.1%-5.0pp | 80.6%-4.4pp | 80.3%-4.1pp |
| Annual return | 16.01% | 25.49%-9.5pp | 23.95%-7.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $2,761 | $4,680-41.0% | $4,675-40.9% | $4,663-40.8% |
| Participant deferral / active EE | $5,662 | $6,601-14.2% | $6,625-14.5% | $6,689-15.4% |
| Admin fee / account holder | $776 | $12,505-93.8% | $9,349-91.7% | $13,390-94.2% |