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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 | $66,469 | $100,970-34.2% | $96,576-31.2% | $137,256-51.6% |
| Participation rate | 73.9% | 82.6%-8.7pp | 81.4%-7.5pp | 80.0%-6.0pp |
| Annual return | 15.81% | 38.16%-22.3pp | 38.47%-22.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $711 | $3,809-81.3% | $3,553-80.0% | $4,156-82.9% |
| Participant deferral / active EE | $7,547 | $8,286-8.9% | $7,956-5.1% | $6,407+17.8% |
| Admin fee / account holder | $15,933 | $11,312+40.8% | $11,381+40.0% | $12,270+29.8% |