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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 | $183,627-61.9% | $155,602-55.0% | $145,978-52.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.80% | 61.32%-47.5pp | 64.81%-51.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,191 | $5,316-77.6% | $4,675-74.5% | $4,662-74.4% |
| Participant deferral / active EE | $6,231 | $6,466-3.6% | $5,629+10.7% | $6,690-6.9% |
| Admin fee / account holder | $973 | $19,327-95.0% | $15,923-93.9% | $13,400-92.7% |