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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 | $74,560 | $168,635-55.8% | $147,617-49.5% | $125,389-40.5% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 3.53% | 77.65%-74.1pp | 61.98%-58.5pp | 282.24%-278.7pp |
| Employer contribution / active EE | $2,487 | $6,252-60.2% | $5,564-55.3% | $4,866-48.9% |
| Participant deferral / active EE | $6,156 | $5,507+11.8% | $4,895+25.8% | $5,352+15.0% |
| Admin fee / account holder | $867 | $13,580-93.6% | $11,612-92.5% | $9,541-90.9% |