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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 | $185,312-72.2% | $161,489-68.1% | $154,746-66.7% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 15.87% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,910 | $4,769-59.9% | $4,268-55.2% | $4,379-56.4% |
| Participant deferral / active EE | $5,330 | $6,350-16.1% | $5,630-5.3% | $6,730-20.8% |
| Admin fee / account holder | $419 | $18,654-97.8% | $16,006-97.4% | $14,365-97.1% |