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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 | $183,539-64.5% | $155,556-58.1% | $145,897-55.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.61% | 61.31%-44.7pp | 64.84%-48.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,609 | $5,315-69.7% | $4,675-65.6% | $4,663-65.5% |
| Participant deferral / active EE | $6,843 | $6,467+5.8% | $5,631+21.5% | $6,689+2.3% |
| Admin fee / account holder | $547 | $19,275-97.2% | $15,885-96.6% | $13,390-95.9% |