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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 | $60,369 | $111,814-46.0% | $103,374-41.6% | $145,959-58.6% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 10.13% | 24.77%-14.6pp | 24.89%-14.8pp | 561.95%-551.8pp |
| Employer contribution / active EE | $5,971 | $4,214+41.7% | $3,869+54.3% | $4,661+28.1% |
| Participant deferral / active EE | $5,583 | $5,618-0.6% | $5,058+10.4% | $6,689-16.5% |
| Admin fee / account holder | $1,005 | $9,754-89.7% | $8,394-88.0% | $13,398-92.5% |