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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 | $110,337-45.3% | $102,383-41.0% | $145,877-58.6% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 10.13% | 24.83%-14.7pp | 24.94%-14.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $5,971 | $4,216+41.6% | $3,870+54.3% | $4,663+28.0% |
| Participant deferral / active EE | $5,583 | $5,621-0.7% | $5,060+10.3% | $6,691-16.6% |
| Admin fee / account holder | $1,005 | $9,750-89.7% | $8,391-88.0% | $13,402-92.5% |