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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 | $162,781-62.3% | $133,956-54.2% | $158,931-61.4% |
| Participation rate | 72.2% | 83.2%-11.0pp | 79.8%-7.6pp | 82.0%-9.7pp |
| Annual return | 18.76% | 41.94%-23.2pp | 45.09%-26.3pp | 302.86%-284.1pp |
| Employer contribution / active EE | $1,909 | $4,975-61.6% | $3,919-51.3% | $4,761-59.9% |
| Participant deferral / active EE | $5,381 | $5,911-9.0% | $5,048+6.6% | $5,982-10.0% |
| Admin fee / account holder | $438 | $11,736-96.3% | $8,927-95.1% | $11,247-96.1% |