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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 | $50,242 | $211,105-76.2% | $178,449-71.8% | $145,978-65.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.93% | 30.19%-15.3pp | 27.09%-12.2pp | 550.52%-535.6pp |
| Employer contribution / active EE | $4,167 | $4,569-8.8% | $3,951+5.5% | $4,662-10.6% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $26,815 | $12,017+123.1% | $10,362+158.8% | $13,400+100.1% |