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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 | $57,759 | $162,785-64.5% | $133,959-56.9% | $158,950-63.7% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 21.03% | 41.94%-20.9pp | 45.09%-24.1pp | 302.91%-281.9pp |
| Employer contribution / active EE | $4,330 | $4,975-13.0% | $3,919+10.5% | $4,762-9.1% |
| Participant deferral / active EE | $6,475 | $5,910+9.6% | $5,047+28.3% | $5,983+8.2% |
| Admin fee / account holder | $741 | $11,738-93.7% | $8,928-91.7% | $11,248-93.4% |