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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 | $61,447 | $211,239-70.9% | $178,528-65.6% | $145,877-57.9% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 12.61% | 30.22%-17.6pp | 27.11%-14.5pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,962 | $4,570-57.1% | $3,950-50.3% | $4,663-57.9% |
| Participant deferral / active EE | $4,204 | $6,963-39.6% | $6,278-33.0% | $6,691-37.2% |
| Admin fee / account holder | $666 | $12,095-94.5% | $10,419-93.6% | $13,402-95.0% |