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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 | $66,194 | $196,972-66.4% | $182,262-63.7% | $198,609-66.7% |
| Participation rate | 72.7% | 85.7%-13.0pp | 84.2%-11.5pp | 82.4%-9.7pp |
| Annual return | 15.42% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,262 | $5,364-39.2% | $5,046-35.4% | $5,055-35.5% |
| Participant deferral / active EE | $9,240 | $8,643+6.9% | $8,276+11.6% | $6,977+32.4% |
| Admin fee / account holder | $555 | $18,429-97.0% | $16,712-96.7% | $19,030-97.1% |