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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 | $65,175 | $166,089-60.8% | $164,928-60.5% | $145,978-55.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 21.05% | 100.26%-79.2pp | 70.08%-49.0pp | 550.52%-529.5pp |
| Employer contribution / active EE | $2,878 | $5,276-45.5% | $4,343-33.7% | $4,662-38.3% |
| Participant deferral / active EE | $3,714 | $6,961-46.6% | $6,034-38.4% | $6,690-44.5% |
| Admin fee / account holder | $313 | $16,641-98.1% | $12,684-97.5% | $13,400-97.7% |