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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 | $69,955 | $183,516-61.9% | $155,534-55.0% | $145,884-52.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.80% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,191 | $5,315-77.6% | $4,675-74.5% | $4,662-74.5% |
| Participant deferral / active EE | $6,231 | $6,467-3.6% | $5,630+10.7% | $6,690-6.9% |
| Admin fee / account holder | $973 | $19,293-95.0% | $15,900-93.9% | $13,392-92.7% |