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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 | $64,154 | $183,592-65.1% | $155,574-58.8% | $145,877-56.0% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 13.44% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $5,191 | $5,317-2.4% | $4,676+11.0% | $4,663+11.3% |
| Participant deferral / active EE | $3,466 | $6,466-46.4% | $5,629-38.4% | $6,691-48.2% |
| Admin fee / account holder | $426 | $19,316-97.8% | $15,914-97.3% | $13,402-96.8% |