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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 | $78,209 | $183,539-57.4% | $155,556-49.7% | $145,897-46.4% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 11.21% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,440 | $5,315-72.9% | $4,675-69.2% | $4,663-69.1% |
| Participant deferral / active EE | $2,774 | $6,467-57.1% | $5,631-50.7% | $6,689-58.5% |
| Admin fee / account holder | $761 | $19,275-96.1% | $15,885-95.2% | $13,390-94.3% |