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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 | $77,466 | $110,337-29.8% | $102,383-24.3% | $145,877-46.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 13.46% | 24.83%-11.4pp | 24.94%-11.5pp | 551.28%-537.8pp |
| Employer contribution / active EE | $6,897 | $4,216+63.6% | $3,870+78.2% | $4,663+47.9% |
| Participant deferral / active EE | $12,513 | $5,621+122.6% | $5,060+147.3% | $6,691+87.0% |
| Admin fee / account holder | $832 | $9,750-91.5% | $8,391-90.1% | $13,402-93.8% |