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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 | $97,751-44.5% | $103,447-47.6% | $145,877-62.8% |
| Participation rate | 76.2% | 81.1%-4.9pp | 80.5%-4.3pp | 80.3%-4.1pp |
| Annual return | 16.01% | 25.43%-9.4pp | 23.92%-7.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,761 | $4,684-41.1% | $4,678-41.0% | $4,663-40.8% |
| Participant deferral / active EE | $5,662 | $6,603-14.3% | $6,624-14.5% | $6,691-15.4% |
| Admin fee / account holder | $776 | $12,515-93.8% | $9,415-91.8% | $13,402-94.2% |