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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 | $61,405 | $162,821-62.3% | $133,978-54.2% | $158,982-61.4% |
| Participation rate | 72.2% | 83.2%-11.0pp | 79.8%-7.6pp | 82.0%-9.7pp |
| Annual return | 18.76% | 41.95%-23.2pp | 45.10%-26.3pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,909 | $4,976-61.6% | $3,919-51.3% | $4,763-59.9% |
| Participant deferral / active EE | $5,381 | $5,910-9.0% | $5,047+6.6% | $5,983-10.1% |
| Admin fee / account holder | $438 | $11,742-96.3% | $8,930-95.1% | $11,252-96.1% |