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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 | $70,826 | $157,276-55.0% | $141,177-49.8% | $152,885-53.7% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 19.18% | 64.33%-45.2pp | 71.40%-52.2pp | 345.39%-326.2pp |
| Employer contribution / active EE | $2,575 | $5,262-51.1% | $4,736-45.6% | $4,763-45.9% |
| Participant deferral / active EE | $5,072 | $7,110-28.7% | $6,710-24.4% | $5,851-13.3% |
| Admin fee / account holder | $891 | $12,123-92.7% | $10,263-91.3% | $11,598-92.3% |