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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 | $111,814-30.7% | $103,374-25.1% | $145,959-46.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 13.46% | 24.77%-11.3pp | 24.89%-11.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $6,897 | $4,214+63.7% | $3,869+78.3% | $4,661+48.0% |
| Participant deferral / active EE | $12,513 | $5,618+122.7% | $5,058+147.4% | $6,689+87.1% |
| Admin fee / account holder | $832 | $9,754-91.5% | $8,394-90.1% | $13,398-93.8% |