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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 | $63,121 | $201,370-68.7% | $184,256-65.7% | $145,897-56.7% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.0pp |
| Annual return | 12.90% | 29.05%-16.2pp | 28.85%-16.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,176 | $7,024-69.0% | $6,427-66.1% | $4,663-53.3% |
| Participant deferral / active EE | $5,516 | $9,808-43.8% | $9,133-39.6% | $6,689-17.5% |
| Admin fee / account holder | $530 | $16,364-96.8% | $13,899-96.2% | $13,390-96.0% |