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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 | $63,220 | $183,627-65.6% | $155,602-59.4% | $145,978-56.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.85% | 61.32%-43.5pp | 64.81%-47.0pp | 550.52%-532.7pp |
| Employer contribution / active EE | $4,146 | $5,316-22.0% | $4,675-11.3% | $4,662-11.1% |
| Participant deferral / active EE | $5,228 | $6,466-19.1% | $5,629-7.1% | $6,690-21.8% |
| Admin fee / account holder | $510 | $19,327-97.4% | $15,923-96.8% | $13,400-96.2% |