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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 | $51,517 | $172,111-70.1% | $150,298-65.7% | $137,256-62.5% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 15.87% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,910 | $4,636-58.8% | $4,154-54.0% | $4,156-54.0% |
| Participant deferral / active EE | $5,330 | $6,166-13.6% | $5,453-2.3% | $6,407-16.8% |
| Admin fee / account holder | $419 | $16,471-97.5% | $14,116-97.0% | $12,270-96.6% |