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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 | $50,257 | $183,539-72.6% | $155,556-67.7% | $145,897-65.6% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 13.52% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $3,035 | $5,315-42.9% | $4,675-35.1% | $4,663-34.9% |
| Participant deferral / active EE | $7,746 | $6,467+19.8% | $5,631+37.6% | $6,689+15.8% |
| Admin fee / account holder | $521 | $19,275-97.3% | $15,885-96.7% | $13,390-96.1% |