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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 | $201,372-68.7% | $184,260-65.7% | $145,884-56.7% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.1pp |
| Annual return | 12.90% | 29.04%-16.1pp | 28.84%-15.9pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,176 | $7,024-69.0% | $6,427-66.1% | $4,662-53.3% |
| Participant deferral / active EE | $5,516 | $9,808-43.8% | $9,133-39.6% | $6,690-17.5% |
| Admin fee / account holder | $530 | $16,362-96.8% | $13,898-96.2% | $13,392-96.0% |