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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 | $65,203 | $183,592-64.5% | $155,567-58.1% | $145,959-55.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.61% | 61.24%-44.6pp | 64.74%-48.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $1,609 | $5,315-69.7% | $4,674-65.6% | $4,661-65.5% |
| Participant deferral / active EE | $6,843 | $6,464+5.9% | $5,628+21.6% | $6,689+2.3% |
| Admin fee / account holder | $547 | $19,318-97.2% | $15,916-96.6% | $13,398-95.9% |