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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 | $85,673 | $152,460-43.8% | $118,746-27.9% | $147,586-42.0% |
| Participation rate | 72.7% | 82.3%-9.5pp | 78.3%-5.5pp | 82.8%-10.1pp |
| Annual return | 17.12% | 17.41%-0.3pp | 24.54%-7.4pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,204 | $5,046-76.1% | $4,193-71.3% | $4,876-75.3% |
| Participant deferral / active EE | $5,430 | $6,212-12.6% | $5,332+1.8% | $5,439-0.2% |
| Admin fee / account holder | $455 | $16,953-97.3% | $10,720-95.8% | $10,886-95.8% |