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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 | $61,970 | $183,627-66.3% | $155,602-60.2% | $145,978-57.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.61% | 61.32%-46.7pp | 64.81%-50.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $2,718 | $5,316-48.9% | $4,675-41.9% | $4,662-41.7% |
| Participant deferral / active EE | $4,119 | $6,466-36.3% | $5,629-26.8% | $6,690-38.4% |
| Admin fee / account holder | $643 | $19,327-96.7% | $15,923-96.0% | $13,400-95.2% |