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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 | $55,564 | $103,393-46.3% | $87,103-36.2% | $152,909-63.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 30.29% | 28.10%+2.2pp | 28.19%+2.1pp | 345.46%-315.2pp |
| Employer contribution / active EE | $3,153 | $3,221-2.1% | $2,521+25.0% | $4,764-33.8% |
| Participant deferral / active EE | $10,800 | $4,778+126.0% | $4,049+166.8% | $5,851+84.6% |
| Admin fee / account holder | $454 | $12,195-96.3% | $7,491-93.9% | $11,601-96.1% |