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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 | $227,399-77.3% | $189,758-72.9% | $198,609-74.1% |
| Participation rate | 72.7% | 84.0%-11.3pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 15.87% | 61.03%-45.2pp | 52.62%-36.8pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,910 | $5,526-65.4% | $4,767-59.9% | $5,055-62.2% |
| Participant deferral / active EE | $5,330 | $6,837-22.0% | $5,856-9.0% | $6,977-23.6% |
| Admin fee / account holder | $419 | $25,162-98.3% | $20,388-97.9% | $19,030-97.8% |