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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 | $71,721 | $139,948-48.8% | $121,663-41.0% | $154,746-53.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 13.18% | 230.52%-217.3pp | 147.54%-134.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,384 | $3,521-32.3% | $3,020-21.1% | $4,379-45.6% |
| Participant deferral / active EE | $2,201 | $5,629-60.9% | $4,887-55.0% | $6,730-67.3% |
| Admin fee / account holder | $710 | $17,321-95.9% | $14,289-95.0% | $14,365-95.1% |