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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 | $76,078 | $162,136-53.1% | $152,301-50.0% | $154,746-50.8% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 20.64% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,499 | $4,890-48.9% | $4,624-46.0% | $4,379-42.9% |
| Participant deferral / active EE | $14,359 | $8,341+72.2% | $8,004+79.4% | $6,730+113.3% |
| Admin fee / account holder | $419 | $15,759-97.3% | $14,398-97.1% | $14,365-97.1% |