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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 | $90,262 | $201,344-55.2% | $184,243-51.0% | $145,877-38.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 9.85% | 29.01%-19.2pp | 28.82%-19.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $4,854 | $7,022-30.9% | $6,427-24.5% | $4,663+4.1% |
| Participant deferral / active EE | $4,425 | $9,807-54.9% | $9,132-51.5% | $6,691-33.9% |
| Admin fee / account holder | $329 | $16,382-98.0% | $13,914-97.6% | $13,402-97.5% |