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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 | $120,133 | $183,592-34.6% | $155,574-22.8% | $145,877-17.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.01% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,550 | $5,317-52.0% | $4,676-45.5% | $4,663-45.3% |
| Participant deferral / active EE | $4,320 | $6,466-33.2% | $5,629-23.3% | $6,691-35.4% |
| Admin fee / account holder | $702 | $19,316-96.4% | $15,914-95.6% | $13,402-94.8% |