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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 | $52,829 | $190,879-72.3% | $160,009-67.0% | $134,532-60.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 9.48% | 552.63%-543.2pp | 408.85%-399.4pp | 418.27%-408.8pp |
| Employer contribution / active EE | $2,313 | $4,995-53.7% | $4,225-45.3% | $4,741-51.2% |
| Participant deferral / active EE | $8,074 | $6,924+16.6% | $6,183+30.6% | $6,401+26.1% |
| Admin fee / account holder | $535 | $10,495-94.9% | $8,715-93.9% | $11,429-95.3% |